Episode Details

Shadd Dales and co-host Anthony Varrell connect with Peter Sack, Managing Director of Chicago Atlantic (NASDAQ: REFI, LIEN) to break down the company’s Q2 2025 results and what’s ahead for cannabis lending.Chicago Atlantic just earned $0.34 per share, matched that with a $0.34 dividend, says every borrower is current, and has more than $125 million in available cash and credit. We explore what’s driving those results — and why they matter for investors.We also dig into how cannabis rescheduling rumors could impact the lending market. An announcement from Washington could create a wave of new deal activity for Chicago Atlantic, while also fast-tracking mergers and acquisitions across the cannabis sector.Peter walks us through the fundamentals: fully covered dividends, interest rate sensitivity, and maintaining a portfolio with zero missed payments. We discuss deal flow, including the $780 million pipeline across cannabis and non-cannabis lending, portfolio concentration risks, and how Chicago Atlantic decides when to tap its $100 million credit facility.From lending strategy to capital deployment, and from U.S. federal reform to global cannabis investment opportunities. Leave your comments. #CannabisStocks #CannabisInvesting #ChicagoAtlantic #LIEN #CannabisRescheduling #CannabisNews #CannabisMergers #CannabisLending #TradeToBlack #CannabisPodcastWant to see our last week's recap?   • Weekly Recap: Trump Order, SAFER Banking &...  Want to see more Cannabis Reform videos?   • Matt Gaetz Urges Trump: Reschedule Cannabi...     • Why Rescheduling Could Transform Cannabis ...     • Trump Signals Cannabis Rescheduling Decisi...     • Ben Shapiro’s Cannabis Shift Explained | T...  Want to be updated on Cannabis, Small Cap, AI, and Crypto? Subscribe to our Daily Baked in Newsletter!https://newsletter.thedalesreport.com...Find us as well on Facebook, Twitter, Instagram, LinkedIn and on the Web:Facebook:   / thedalesreport  Twitter: