todd harrison twitter
Lead-Lag Live: Cannabis Investing & Fighting Machines With Todd Harrisonmy name is michael guyan pub
Updated on Jan 22,2023
Lead-Lag Live: Cannabis Investing & Fighting Machines With Todd Harrison
my name is michael guyan publisher of,the lead lag report joining me for the,hour the man himself todd harrison so,todd a lot of people are,familiar with you but some may not be so,maybe set the stage a little bit as far,as who you are what you've done and what,you're doing currently thank you michael,uh about 30 some odd years on wall,street started at work in stanley i went,over to the buy side galleon,kramer berkowitz among them uh moved,over to a place called minionville for,some time which was writing about the,markets that's where you and i crossed,the paths back in the day,and certainly been uh attuned to the,markets attuned to the opportunities and,a tune in particular for the last 15,years on the cannabis space which has,been a bit of a bumpy ride for sure but,but a fascinating one nonetheless so,i'll pause there okay so,i want to focus on the on the word,opportunity for a moment because,opportunity doesn't necessarily have a,time frame but people seem to think that,opportunities have to pay out right away,and as you alluded to,you know the cannabis space despite all,the arguments for it have has been a,hard place to to invest and,unfortunately most people when they,invest it's only for a couple of months,talk about maybe the last decade or so,as far as why it's you think been such a,such a struggle to get some sustained,momentum and and maybe some of the,history around the legislation that,failed in the past but maybe changing,going forward i mean listen the history,of cannabis isn't involved when it goes,back 10 000 years through the lens of,medicine and wellness throughout history,it hemp actually traces back uh somewhat,uh upwards of thirty thousand years uh,so it's been around a while and it was,uh demonized and brought over to you,know the illicit realm uh through uh u.s,government actions some 70 years ago,you weren't allowed to test it unless it,was for testing for negatives,uh and this war on drugs continued and,all of those unintended consequences and,moral hazards that tend to happen when,you do something like that of course uh,that happened you know my journey you,know just to put it out there i was uh,president of kramer berkowitz in 2001 uh,when the planes hit i saw people holding,hands and jumping ran from the smoke and,uh that indirectly led me to where i am,now i started to talk with a woman by,the name of dr julie holland who,assuaged my guilt uh which uh there was,much and and really led me down the path,of exploring the science and and history,uh and all that jazz and been focusing,on on it full-time uh i guess now uh a,little over five years we have the cb1,wellness fund we also have an advisory,shop we work with companies in the,industry some public some private the,msos etf which is the plant touching u.s,cannabis etf uh and here we are and i,think as you look back over the last,year or so there are a lot of false,starts and empty promises with cannabis,in particular but i also think there's a,few dynamics in play here you know in,cannabis in particular obviously you,know the space got over its skis with,excitement when new jersey flipped the,switch in november of 2020 and the,specter of federal uh movement took root,and you saw that you know march 20,top put in and subsequently i think,we're down about 75 from there,paradoxically as a lot of the things,that we got excited about have come to,fruition uh new jersey did in fact uh,trigger the tri-state to flip uh new,york connecticut new jersey i think,that's that's pretty massive uh although,certainly uh the market has its own,agenda here and we'll get to that uh but,that's sort of our thesis as we look at,cannabis and we say it's a skate red,story uh it's going to be bumpy it's,going to be it's not going to be linear,but over time you're going to see it as,the tri-state unlocks the east coast,you'll see ohio pennsylvania you'll see,florida flip uh and this will all come,online you know certainly uh with lower,prices comes narratives of why and of,course and all that uh just as much as,there were narratives on the upside in,november of 2020 as to why of course,all of the reasons why uh the space was,poised but this is a very unique space,in that institutions are largely gated,about 95 percent of the cap tables or,are the retail uh audience uh and,certainly uh as we've identified in the,last you know a few months uh we really,the you know was something we've been,watching for the last 14 15 months but,really we we're starting to understand,what the algorithmic,sort of machination is doing uh and why,for that matter the xbi biotech or and,arc,and msos have a very similar chart for,the last 15 months,and has to do with the vowel factor,trade overlaying a number of other,things but there's a lot this is not a,this is a multi-linear equation so i'm,not going to try to cover everything in,one conversation but certainly there's a,lot going on right when you have a,retail dominated segment uh that is,really being targeted whether it's
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todd harrison twitter catalogs
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