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Higher Exchanges

Higher Exchanges

86 episodes

16 hours ago

In this episode, we sit down with Micah Anderson, CEO of LEEF Brands (CSE: LEEF | OTCQB: LEEEF), to break down the company’s Q3 2025 financial results and what’s driving its turnaround story. LEEF delivered a standout quarter with revenue up 24% year-over-year to $8.4M, gross margins doubling to 45%, and the company generating positive adjusted EBITDA and free cash flow for the first time. We discuss the key drivers behind that performance — from the first successful harvests at Salisbury Can...

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In this episode, we sit down with Micah Anderson, CEO of LEEF Brands (CSE: LEEF | OTCQB: LEEEF), to break down the company’s Q3 2025 financial results and what’s driving its turnaround story. LEEF delivered a standout quarter with revenue up 24% year-over-year to $8.4M, gross margins doubling to 45%, and the company generating positive adjusted EBITDA and free cash flow for the first time. We discuss the key drivers behind that performance — from the first successful harvests at Salisbury Can...

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Episodes (20/86)

Higher Exchanges

Q3 Earnings Review with LEEF Brands CEO Micah Anderson

In this episode, we sit down with Micah Anderson, CEO of LEEF Brands (CSE: LEEF | OTCQB: LEEEF), to break down the company’s Q3 2025 financial results and what’s driving its turnaround story. LEEF delivered a standout quarter with revenue up 24% year-over-year to $8.4M, gross margins doubling to 45%, and the company generating positive adjusted EBITDA and free cash flow for the first time. We discuss the key drivers behind that performance — from the first successful harvests at Salisbury Can...

17 hours ago

1 hour 4 minutes

Higher Exchanges

Cannabis Done Right with Jetty CEO Ron Gershoni

In this episode of Higher Exchanges, we sit down with Ron Gershoni, CEO and co-founder of Jetty Extracts — one of California’s longest-standing cannabis brands — to explore what it takes to build, protect, and scale a cannabis brand in today’s challenging market. We cover: 🚀 Jetty’s founding story and lessons from a decade of brand building💨 From the first vape to solventless, pre-rolls, and product innovation🛡 How Jetty navigated “Vape Gate” and built consumer trust through clean products🌱 T...

1 week ago

58 minutes

Higher Exchanges

Minnesota's New Era with Aaron Edelheit

Minnesota just launched adult-use cannabis sales — and the market could quickly become one of the most lucrative in the U.S. Jesse Redmond and Morgan Paxhia sit down with Aaron Edelheit, CEO of Mindset Capital, to unpack why Minnesota’s cannabis rollout is so unique and what it means for operators, investors, and policy watchers. In this episode: Minnesota’s cannabis history and the adult-use rolloutThe massive cultivation gap (60,000 sq. ft. available vs. 2 million needed)Why Green Thumb, Vi...

3 weeks ago

1 hour 16 minutes

Higher Exchanges

The Future of Intoxicating Hemp with Tucker Johnson

What’s really driving the rise of intoxicating hemp—and where is it headed next? In this episode, we sit down with Tucker Johnson, whose career spans CFO roles at Lil Wayne’s cannabis company and the Emerald Cup, Head of Finance & Cannabis Lead at British American Tobacco, and consulting for top hemp operators. Tucker brings a rare perspective from both mainstream finance and the front lines of cannabis. We dig into: 🌿 The 2018 Farm Bill — how it created today’s intoxicating hemp loophole...

1 month ago

1 hour 19 minutes

Higher Exchanges

Building Momentum with Aaron Miles, CIO of Verano

Join us on Higher Exchanges for an insightful conversation with Aaron Miles, Chief Investment Officer of Verano Holdings Corp., as we dive into the evolving landscape of the cannabis industry. With over 20 years of financial expertise, he shares how Verano continues to navigate challenges and seize opportunities. Q2 2025 Financial Highlights We break down Verano’s latest performance: a 9% year-over-year revenue dip to $202M, with a projected 7% decline for 2025. With 157 dispensaries na...

2 months ago

1 hour 15 minutes

Higher Exchanges

Elevating the Game with Jamie Medola

We are excited to have Jamie Mendola on the show for the first time. You know Jamie from his leadership roles at AYR, he was a board member at Glass House Brands, and before cannabis, he was an accomplished investor in the hedge-fund world. Here's what we’ll cover: 🚀 First cannabis SPAC (CSAC) in 2017 🏗️ Lessons from Ayr Wellness on M&A & scaling 🌱 Board insights at Glass House Brands ⚠️ Industry pitfalls: over-expansion, bad cap allocation, compliance costs 📊 Sma...

2 months ago

1 hour 1 minute

Higher Exchanges

Tier One MSO Earnings – Q2 2025 Highlights

In this episode, we kick things off with a quick market update, highlighting the recent surge in MSOS ETF momentum, institutional inflows, and what’s been driving cannabis stocks higher since late June. We then dive into AYR Wellness’s restructuring agreement—what it means, how the credit bid process works, and why it could set the tone for distressed M&A in the sector. From there, we break down Q2 earnings from the top tier U.S. operators, including: Trulieve – Continued cash generation ...

2 months ago

1 hour 38 minutes

Higher Exchanges

Know What You Own Starring Scott Grossman

This week on Higher Exchanges, we dive into the chaos and clarity surrounding cannabis reform, capital markets, and hemp regulation. Joining us is Scott Grossman of Turning Point Brands for a timely roundtable on what’s real, what’s noise, and what could actually move the needle. 🔍 Topics include: Schedule 3 speculation: Who’s driving the renewed chatter, and what do Appropriations moves, VA access, and the DEA vote on Terrance Cole really mean?Political chessboard: Will cannabis reform matte...

3 months ago

58 minutes

Higher Exchanges

New York is Rising Starring Jeff Schultz

In this episode, we sit down with leading cannabis attorney Jeff Schultz, Partner at Foley Hoag, to unpack the real story on New York's adult-use market—what’s working, what’s broken, and where the industry goes from here. We cover: 🔹 The Good: - New York’s adult-use cannabis market is scaling fast—projected to hit $1.5–- $2B+ in 2026, up from just $300M in 2023. - National brands like Kiva, STIIIZY, Wyld, and Heavy Hitters are thriving. - Margins look strong 🔸 The Bad: - Limited retail...

3 months ago

1 hour 28 minutes

Higher Exchanges

Conquering the Universe with Ted Lidie, Founder of Alien Labs

In this episode of Higher Exchanges, we sit down with Ted Lidie, founder of Alien Labs, to talk about building one of California’s most iconic flower brands—and what it takes to scale that success across markets. We cover: 🌱 The Alien Labs origin story and legacy in the 215 era 🤝 Partnering with Connected and navigating Prop 64 🔥 What makes truly great flower—and why it’s harder to grow now 📉 Pricing pressure, quality control, and the reality of California cannabis in 2025 🏜️ Expanding into A...

4 months ago

1 hour 8 minutes

Higher Exchanges

The Path Forward Starring Sammy J

In this episode of Higher Exchanges, we sit down with Sammy J to break down what it takes to navigate the cannabis market in 2025. With low or negative growth, tightening margins, and shifting consumer behavior, the landscape is forcing operators to get sharper, leaner, and more strategic. We cover: 📉 Pricing, volume, and profitability in today’s market🌴 How tourism is shaping cannabis sales in Nevada🛍️ 2025 consumer spending habits — what’s changed🌱 Greenshoots: where opportunity is showing ...

4 months ago

Higher Exchanges

Conferences, Courts, and Cannabis Updates

In this episode of Higher Exchanges, we cover: 📈 Bitcoin 2025 recap – key takeaways from the Vegas conference🗓️ Benzinga Cannabis Capital Conference preview – what to expect and who’s attending🧾 Earnings review – insights and investor signals from the latest quarterly reports⚖️ BSF update – legal developments and potential implications of the landmark Boies Schiller Flexner lawsuitWe had hemp on the agenda, but ran out of time! We'll be back to cover that "soon"....

5 months ago

1 hour 5 minutes

Higher Exchanges

The Unfiltered Truth with Seth Yakatan

In this episode of Higher Exchanges, we sit down with Seth Yakatan, Partner at Katan Associates and Strategic Advisor to Glass House Brands. Known for his candid insights and strong voice on LinkedIn, Seth joins us to unpack the hard truths, overlooked opportunities, and evolving dynamics in the cannabis capital markets. We dive into: Seth’s journey into cannabis investing and how he became one of the most outspoken figures on LinkedIn.A deep look at the Glass House x LEEF Brands partnership,...

5 months ago

1 hour 12 minutes

Higher Exchanges

The Global Playbook with Zachary George, CEO of SNDL

Zachary George joins Higher Exchanges to share the strategic vision behind SNDL’s transformation into a debt-free, cash-rich cannabis leader. We cover: 🌱 Zach’s journey from Wall Street to cannabis 🇨🇦 Canada's retail evolution & market reset 🌍 Germany & global growth opportunities 🇺🇸 U.S. expansion strategy & OTC ambitions 💰 Capital deployment: buybacks, M&A, and long-term ROI Plus, another fun question for Grok.

6 months ago

1 hour 13 minutes

Higher Exchanges

Where’s the Growth? Starring Hirsh Jain

In this episode of Higher Exchanges, we’re joined by one of the sharpest minds in cannabis policy and strategy — Hirsh Jain of Ananda Strategy — for a fast-moving, wide-ranging conversation on where growth is actually happening in the cannabis industry. We cover: 🌍 Germany legalizes adult-use cannabis — and what that means for international markets 🌐 Key takeaways from ICBC and the emerging global cannabis landscape 📈 U.S. growth markets in 2025 — New York leads, with muted gains expected in ...

6 months ago

1 hour 32 minutes

Higher Exchanges

How to Win in Cannabis with Mitchell Osak

In this episode of Higher Exchanges, strategic advisor and industry veteran Mitchell Osak joins us to unpack what it really means to win in today’s cannabis landscape. We dig into: 🧬 Mitchell’s journey into cannabis & key lessons from other industries 📊 What defines success today: financials, market share, leadership, & geography 🌎 U.S. vs. Canada — who’s setting the pace? 🌿 Hemp vs. cannabis — which has the edge? 🚀 How to disrupt: quality, cost, or a better business model 📦 Why tari...

6 months ago

1 hour 2 minutes

Higher Exchanges

Grow Smarter: Learning from Cannabis Failures

In this episode of Higher Exchanges, Jesse Redmond and Morgan Paxhia dig into three pressing topics shaping the cannabis industry. 🌱 Planting Salisbury Canyon Ranch We kick things off with a look at LEEF’s landmark cultivation project. With 83-day auto-flowering plants going in the ground, the team is on track for a summer harvest and a second replant this fall. We break down how this lowers COGS, increases supply chain control, and sets the stage for higher-quality products and improved marg...

6 months ago

1 hour 31 minutes

Higher Exchanges

Deep Dive with Colin Ferrian: Credit Markets, Pricing Trends, and the Hemp Industry

In this episode of Higher Exchanges, we’re diving deep into the latest cannabis investment trends, exploring key shifts in credit markets, pricing strategies, and hemp sentiment with Colin Ferrian, Portfolio Manager at Poseidon. Topics Covered: 💰 Credit & Lenders – A deep dive into IIPR’s distress, how other lenders are positioning themselves, and whether refinancing moves will create the next major MSO. 📉 Pricing Trends – Are price degradation rates finally slowing? Can MSOs shift succ...

7 months ago

1 hour 18 minutes

Higher Exchanges

Navigating the New Cannabis Landscape with Ascend’s Sam Brill

Join us as we sit down with Sam Brill, CEO of Ascend Wellness Holdings, to unpack the latest in cannabis investing and industry strategy. We cover: ✅ Ascend’s strategic evolution and key takeaways from Q4 📊 ✅ Retail expansion and how Ascend is investing for growth in 2025 🏪 ✅ The shift in the cannabis market—from the "Green Rush" to today’s challenges 📉 ✅ How consumer behavior is changing and what strategies companies are using to adapt 🛒 ✅ What Sam is most excited about in 2025 and what keep...

7 months ago

55 minutes

Higher Exchanges

The Future of the Cannabis Industry with FiSai's Erich Mauf

In this episode of Higher Exchanges, we sit down with Erich Mauff, Principal at FiSai, to explore the evolving cannabis investment landscape. From his time at Deutsche Bank and Jushi to launching FiSai, Erich shares key lessons learned. We dive into: 📉 Industry Woes: How we went from the “Green Rush” to today’s struggles—politics vs. industry missteps. 🏢 Operators & Survivors: Who’s making it through this downturn, and what mistakes are sinking others? ⚖️ Debt vs. Equity: Tradeoffs of inv...

7 months ago

1 hour 13 minutes