Green Thumb stands alone. Billions in debt coming for MSOs. Podcast By  cover art

Green Thumb stands alone. Billions in debt coming for MSOs.

Green Thumb stands alone. Billions in debt coming for MSOs.

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Why 2025 will be interesting and perhaps painful for the cannabis industry, according to Seth Yakatan (2:00). Enormous looming debt for many companies (5:15). GTI the only company consistently delivering year-in and year-out (8:30). TerrAscend, Ascend and the 2nd tier of MSOs (12:00). Glass House seemingly winning its bet on scalability (19:15). Which private companies have some of the best assets in the industry (28:10). MSOS, MSOX and cannabis ETFs (35:25).

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Show Notes:
Tremendous Opportunity In Cannabis
Green Thumb Industries Virtual Analyst Report

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