Episode Details

In the latest Trade To Black podcast presented by Flowhub, hosts Shadd Dales and Anthony Varrell sit down with Anthony Coniglio, CEO of NewLake Capital Partners (OTCQB: NLCP), for a high-level conversation that cuts straight through where the cannabis industry actually stands today.This episode connects two sides of the story investors need to understand right now — policy shifts and real company performance.On the policy front, Massachusetts is moving to expand dispensary caps and restructure its Cannabis Control Commission, signaling a push toward consolidation in a mature market. Meanwhile, Virginia is still on track for adult-use, but with a slower rollout and tighter controls, reinforcing that execution and patience matter just as much as market entry.On the business side, the conversation breaks down what the latest earnings from major U.S. operators are really telling us. Names like Green Thumb (CSE: GTII / OTCQX: GTBIF), Trulieve (CSE: TRUL / OTCQX: TCNNF), Curaleaf (TSX: CURA / OTCQX: CURLF), Cresco Labs (CSE: CL / OTCQX: CRLBF), Glass House Brands (CSE: GLAS / OTCQX: GLASF), and Jushi Holdings (CSE: JUSH / OTCQX: JUSHF) are no longer being judged on growth alone — it’s about margins, cash flow, and balance sheet strength.The takeaway is simple: this has become a cash-flow-driven industry. The companies that can execute, manage costs, and stay disciplined are starting to separate from the rest.#CannabisStocks #MSOS #CannabisInvesting #CannabisNews #USCannabis #StockMarket #GreenThumb #Trulieve #Curaleaf #TDRWant to see more Cannabis Reform videos?🎬    • RFK Jr. & Dr. Oz Move to Dismiss CBD Medic...  🎬    • Cannabis Rescheduling Isn’t Delayed It Jus...  🎬    • How Media Gets the Cannabis Youth Conversa...  🎬    • Idaho Lawmakers Fighting to Keep Medical C...  Want to stay updated on Cannabis, Small Cap, AI, and Crypto?Subscribe to our Daily Baked newsletter:https://newsletter.thedalesreport.com...Find us on social media and podcast platforms:✅ Facebook:   / thedalesreport  ✅ Twitter:

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