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Cannabis Unlocked

Unlocking cannabis investments. In this podcast series, cannabis-focused investment firm KEY Investment Partners aims to make sense of the evolving legal cannabis industry.

Podcast · By KEY Investment Partners LLC · English · Official site

Indexed episodes, last 90 days
3
Latest publication
Jul 28, 2026
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Earliest in this view
Jul 9, 2026
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Latest episodes

  1. Episode · Jul 28, 2026

    Seth Yakatan - Co-Founder of Katan Associates International & Ordo Verde (opens the original)

    Episode notes · Positive tone

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    Tiby sits down with longtime cannabis investor and advisor Seth Yakatan for a candid discussion on the state of the industry - what is working, what is not, and where the next opportunities may emerge. They cover the growing importance of cash flow and capital discipline, successful operators and business models, the role of debt, Schedule III, international trade, public-market uplistings, and what cannabis companies must demonstrate to attract increasingly selective capital. Seth also shares w

  2. Episode · Jul 16, 2026

    Seth Schorr - CEO of Fifth Street Gaming (opens the original)

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    In this episode of Cannabis Unlocked, Jordan Youkilis sits down with Seth Schorr, CEO of Fifth Street Gaming. They discussed the growing overlap between the casino and cannabis industries and why Las Vegas may be uniquely positioned to bring the two together. Seth has run Fifth Street Gaming in Las Vegas for nearly 20 years and brings a veteran operator's perspective on how the city's gambling industry keeps reinventing itself, from a shift toward full resort experiences in the late '90s to the

  3. Episode · Jul 9, 2026

    Frederico Gomes - Director, Institutional Research, Life Sciences at ATB Cormack Capital Markets (opens the original)

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    In this episode of #CannabisUnlocked, Tiby Erdely sits down with Frederico Gomes of ATB Cormark Capital Markets to discuss why this moment in cannabis feels materially different than prior reform cycles - and why investors may finally be approaching a new institutional capital cycle. Frederico has covered the cannabis sector for more than seven years across U.S. MSOs, Canadian LPs, retailers, and ancillary operators. Having lived through the 2019 boom, a brutal bear market, and multiple federal

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