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CNBC Host Tim Seymour Talks Cannabis Strategies in 2025

By Shadd Dales On Feb 7, 2025

Our latest Trade to Black podcast for Friday, February 7, 2025, host Shadd Dales and Anthony Varrell sit down with Tim Seymour, host of CNBC’s Fast Money. Not only will we explore some of the latest earnings, Tim Seymour shares with us his advice on making investment decisions with regards to cannabis in this time of legislative flux. Later in the podcast, Dan the from The Chart Guys also joins in with his industry insights.

Tim Seymour is the host of CNBC’s Fast Money, but he is also the Chief Investment Officer of Seymour Asset Management, specializing in cannabis and emerging markets investing. He was one of the first broadcasters on CNBC to openly discuss the cannabis sector, helping legitimize the industry in the eyes of Wall Street.

Beyond broadcasting, he’s a seasoned investor with a strong background in emerging markets and macroeconomic trends. Tim Seymour manages the CNBS ETF, an actively managed cannabis-focused exchange-traded fund under Seymour Asset Management in partnership with Amplify ETFs.

We’ll cover Tim’s strategy for CNBS going forward, how he actively manages the fund, and his thoughts on the recent closure of the MJUS ETF. We’ll also dive into CNBS’s upcoming 1-for-12 reverse split, and Seymour’s outlook on the cannabis industry in 2025 at the macro level, amid ongoing rumors about potential cannabis reform under the Trump administration.

Later in the podcast, we look at the businesses in the cannabis industry with Dan from The Chart Guys. Aurora Cannabis saw a significant price jump this week, largely driven by a short squeeze rather than fundamental business improvements. This movement in ACB also influenced the broader Canadian cannabis market, causing sympathy plays in stocks like Organigram and Tilray.

Tilray stood out for underperforming compared to its sector peers, despite similar conditions affecting the market, and Canopy Growth reported $74.8M in net revenue, reflecting a 5% year-over-year decline. Despite the drop in revenue, operating expenses were reduced, and adjusted EBITDA loss improved by 61%.

Be sure to catch the full analysis when you tune in.

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Shadd Dales

Shadd Dales is the Founder and President of The Dales Report and has an extensive background in the business media industry.

His work translates into over 15 years in mainstream media that included roles with BNN Bloomberg, CTV Properties and the iHeart Radio Network.

Shadd is considered one of the leading on air talents in both the cannabis and psychedelic space and has interviewed some of the most notable CEO names in the industry.

Shadd’s vision is to establish a content platform that is equivalent to a mainstream broadcast produced in a format that is relevant for today’s investor.