AlphaNooner - Cannabis Investing: What Changes the Thesis? with Sam Armenia on Rescheduling

Podcast: AlphaNooner by AdvisorShares · AdvisorShares

Opublikowano: 2026-10-21

How is the cannabis investment thesis evolving as investors await the next step in federal rescheduling? Sam Armenia, Director of Capital Markets at Vireo Growth, joins AlphaNooner to discuss regulatory catalysts, institutional investor interest, and the business fundamentals shaping the sector. Ahead of the October 21 deadline in the rescheduling process, we explore: his reading of the DEA's brief and what he's watching next; what's bringing investment funds back to cannabis, and what's keeping them on the sidelines; how consolidation, cash flow, and financing costs are changing the investment landscape; and why he believes many operators are better...