On today’s Insiders Edge segment, we’ll look at rescheduling possibilities following Trump’s recent Truth Social video where he highlighted hemp-derived CBD, tied it to senior health, and even called for Medicare coverage. The TDR Trade to Black Podcast presented by Dutchie discusses the market rebound with Shadd Dales, Anthony Varrell, and Michael Bronstein. With Bronstein’s policy expertise and Varrell’s market perspective, we’ll break down what this message might mean for the rescheduling debate, how it could influence federal regulation, and what practical effects it could have for businesses, investors, and consumers.
The video from the Commonwealth Project, reshared by President Donald Trump, touts the endocannabinoid system and references hemp/CBD and medical cannabis. While the post doesn’t announce policy, it may represent another “data point” supporting near-term reform. The Commonwealth Project’s proximity to Trump and its pro-rescheduling posture, while cautioning that the clip’s messaging mixes hemp/CBD and medical marijuana, have had a positive impact on speculation in the market.
Tilray’s heavy volume and there has been a sharp move higher across senior-exchange names; MSOS and MSOX surge, with MSOX finishing up about 52%. Large, liquid tickers listed on major exchanges appear to be leading upside now that sentiment is turning, and price action remains headline-driven ahead of any formal rescheduling step.
In other market news, Village Farms (VFF) announced a share repurchase authorization of up to 5% of outstanding shares. The company expects roughly $75M in cash at Q3 close, following acquisitions and international expansion efforts. Varrell frames the $10M program as a board vote of confidence and disciplined cash use, adding that momentum in Europe and Canada could extend, with potential US catalysts ahead.
Policy sequencing comes back into focus. The hosts highlight comments from Senator Bernie Moreno suggesting rescheduling first and banking second, arguing that rescheduling creates political cover for SAFER Banking.
Guest Michael Bronstein, President of the American Trade Association for Cannabis & Hemp, says the Trump-platform video is a “shot in the arm” that signals timing soon, consistent with recent trial-balloon communications. He predicts a rescheduling decision would be “front page news,” shifting public opinion, accelerating state-level debates and opening broader discussions on public markets.
Hear all our thoughts, on this episode.
