A special “Cannabis Week” presentation, CSE’s Anna Serin was joined by CSE CEO Richard Carleton and special guest Bruce Campbell, Founder and Portfolio Manager at StoneCastle Investment Management Inc., to recap the (brief) history of the cannabis industry in the Canadian markets, and lend their insights from the front lines of this rapidly evolving industry.
From this chat, the insights shared include Richard’s recollection of how the CSE became a key proponent of the industry some six-years(!) ago (1:19), the one-factor that triggered Bruce to lean into the once-in-a-lifetime investment opportunity presented by cannabis deregulation (7:06), and reflections on the state of the industry before the global pandemic arrived (13:56).
Listen until the end to hear Richard and Bruce’s musing on how starting a cannabis company is like buying a golf course, the impact of COVID-19 on domestic and international cannabis operators, and the growing pains that indicate that the industry still offers opportunity amidst the ongoing business and macro risks of the day.
Disclaimer: The views, information, or opinions expressed during the podcast are solely those of the individuals involved and do not necessarily represent those of the Canadian Securities Exchange and its employees.
StoneCastle Investment Management Inc. Legal Notice
Related Links
stonecastlefunds.ca