Best Water Tower Research Podcasts (2024)

1
Water Tower Research unveils rebranded podcast series, now called WTR Small-Cap Spotlight 13:20

6d ago13:20

13:20

Send us a Text Message. In the debut episode of the newly rebranded “WTR Small-Cap Spotlight”, Water Tower Research Co-Founders Shawn Severson and Tim Gerdeman dive into the evolving dynamics of the U.S. small-cap investment landscape. They discuss myriad dynamics of the U.S. small-cap investment landscape, and the strategic importance of uncoverin…

1
Catching Up With CannaVestments 1:15:28

5h ago1:15:28

1:15:28

This week, we were joined by Nicholas Gastevich, Vice President of V. Gastevich Investments, known as CannaVestments on X and Reddit. Gastevich is a seasoned cannabis investor known for his excellent earnings analysis and industry perspective. The conversation began by discussing 2Q earnings results. We saw more differentiation this quarter between…

1
Jasper's burnt forests could take a century to regenerate to their previous form 52:44

21h ago52:44

52:44

PLUS: Writer and musician Allie Goertz uncovers the beauty in Nine In Nails' harshest songs; young female artists in China are finding empowerment in Nüshu, an ancient script practiced for centuries in secrecy; how paint buckets and loneliness helped create the Only Murders in the Building theme; after 30 years, the bus from Priscilla, Queen of the…

1
A former migrant worker says Canada's temporary foreign worker program is rife with discrimination and abuse 52:32

19h ago52:32

52:32

PLUS: Commanders of an Israeli military unit with a record of abuse are playing key roles in Gaza; how comedian Allison Reese perfected her Kamala Harris impression at just the right time; a retired Canadian wrestler's plans to bring back the glory days of Maple Leaf Pro Wrestling; The Umbrella Academy's oddly great dance sequences; writer Maia Kob…

1
Operator Spotlight: TerrAscend With Jason Wild and Ziad Ghanem 1:01:48

11d ago1:01:48

1:01:48

Higher Exchanges this week kicks off with a listener question about whether Schedule III is enough to kick off a lasting bull market. After going around the horn, Jesse, Morgan, and Toby agree that a combination of growth, cash flow, and greater access will meaningfully move share prices. TerrAscend's Executive Chairman Jason Wild and CEO Ziad Ghan…

1
On the Frontlines of Cybersecurity with Digital Executive Protection at BlackCloak 17:14

3h ago17:14

17:14

Send us a Text Message. In this week's episode of WTR Small-Cap Spotlight, we dive into the world of digital security with Dr. Chris Pierson, Founder and CEO of BlackCloak, hosted by WTR's Dr. John Roy, Managing Director of Technology Research and Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer. We explore how BlackCloak provides …

1
Riots in the UK target Muslims, immigrants and people of colour 54:02

3d ago54:02

54:02

PLUS: A sports journalist reflects on her battle for gender equality; The unlikely connection between Snoop Dogg and a 60s hearththrob — and how the Canadian artistic swim team is getting in on the act; A network of volunteer investigators helps uncover the identities of Jane and John Does; How eating the world’s hottest chili pepper might make you…

1
Trump Tips His Hand On Cannabis Policy 1:16:14

4d ago1:16:14

1:16:14

It was a busy week in cannabis, and the trichome trio is back to cover all the news. The show starts by analyzing Trump's comments about cannabis and what it may mean for Schedule III and broader reform. The group agrees that the early Republican statements appear to derisk the space and reduce possible opposition to Schedule III. We also explore t…

1
WTR Takes a Deep-Dive Into Sustainable Aviation Fuel (SAF) and the 100x Demand Growth Opportunity for Competitive North American Supply 22:29

4d ago22:29

22:29

In this episode of the Sustainable Investing Surveyor Podcast, WTR CEO & Co-Founder Shawn Severson and WTR Sustainability and Energy Transition sector analyst Peter Gastreich discuss Peter's new Biofuels Focus report "Is Alcohol-to-Jet Fuel SAF Clearing for Take-Off in the US?" Global sustainable aviation fuel (SAF) production is tripling this year…

1
A new report says neo-Nazis are using TikTok to spread their message to millions 52:37

10d ago52:37

52:37

PLUS: How 'weird' became a major talking point in the U.S. presidential election campaign; Stars of The Blair Witch Project reflect on its complicated legacy 25 years later; Teen girl punk band The Linda Lindas are spending their summer vacation on tour with Green Day; Get ready for T Cor Bor, a star system we only get to see once every 80 years; a…

1
CEO Doug Drysdale on Cybin's Novel Approach to Treat Psychiatric Disorders with High Unmet Need 20:45

21d ago20:45

20:45

Send us a Text Message. Novel Psychedelics drug developer Cybin's CEO Doug Drydale joins WTR's Tim Gerdman and Robert Sassoon to talk about the company's fast-track development into a late-stage clinical development company, and what differentiates Cybin from other drug developers in the psychedelics space. Drysdale discusses Cybin's plans and prio…

1
As wildfires ravage Jasper, a former lookout makes the case for humans staffing wildfire watch towers 52:24

24d ago52:24

52:24

An Afghan-born athlete's complicated journey to the Olympic refugee team; Kamala Harris is brat, but can she turn a social media wave into a win in November?; Girls5Eva creator Meredith Scardino parodies the 90s in song; Palestinian American stand-up comic Sammy Obeid confronts Israel's siege on Gaza with comedy; and Riffed from the Headlines, our …

1
S3 Comments Review and 2Q Earnings Preview 1:11:00

1M ago1:11:00

1:11:00

It's 103 days until the elections, and political theater continues to dominate the cannabis investing news cycle. This week, we learned that Kamala Harris is likely replacing Biden, and Toby helps us understand if this will be beneficial to cannabis and specifically to the Schedule III process. The rescheduling comment period also concluded this we…

1
Westwater Resources CFO Steve Cates on new developments at first domestic integrated battery-grade graphite project in the US 22:18

19d ago22:18

22:18

Steve Cates, CFO of Westwater Resources (WWR), joins Shawn Severson, Water Tower Research CEO, Co-founder and Head of Sustainability Research, and Peter Gastreich, analyst on WTR’s Natural Resources and Energy Transition sector teams, to discuss: 1) progress on phase 1 construction of WWR’s Kellyton graphite processing facility in Alabama; 2) new o…

1
Ainos Inc. Director of Corporate Development Jack Lu on AI Nose Platform 18:04

20d ago18:04

18:04

Send us a Text Message. Jack Lu, Director of Corporate Development, of Ainos joins the Water Tower Hour Podcast to provide a business overview and discuss the proprietary AI Nose platform. He talks about the underlying technologies of AI Nose and the advantages of lead product Ainos Flora over traditional STI tests. We get a sense of how Ainos Flor…

1
Soluna Holding CEO John Belizaire on the company’s recent wins, its growth into AI and opportunities for future growth across its different business lines 24:46

20d ago24:46

24:46

CEO John Belizaire joins us to talk about the multiple milestones recently reached, including financing for the 50 MW Project Dorothy 2, a PPA agreement for 166 MW Project Kati and the funding and launch of Soluna Cloud. The podcast delves into Soluna Cloud’s strategic partnership with Hewlett Packard Enterprise, its securing of NVIDIA H100 GPUs th…

1
Gorilla Technology IOC Discussion with WTR's President Shawn Severson and Technology Analyst Dr. John Roy 9:53

25d ago9:53

9:53

Send us a Text Message. In our latest Water Tower Hour FlashCast, WTR CEO & Co-Founder Shawn Severson discusses the Gorilla Technology (GRRR) initiation of coverage report with WTR technology analyst Dr. John Roy. The discussion includes Gorilla's base business and significant growth in 2023, with a look at the Egyptian project that is key to Goril…

1
A tumultuous week changed the narrative of Trump's campaign. Should it change how the media covers him? 52:31

1M ago52:31

52:31

PLUS: The woman who pioneered serial killer profiling and laid the groundwork for the #MeToo movement; the Exploding Kittens empire expands to include a batty new animated series; translating Mavis Staples' music and activism into a children's book; and a repeat of Brent Bambury's 2016 conversation with Bob Newhart, about his beloved Chicago Cubs.…

1
Mid-2024 State Catalyst Review With Hirsh Jain 1:25:25

1M ago1:25:25

1:25:25

Hirsh Jane, Founder of Ananda Strategy, joins the show to discuss the series of state-level catalysts ahead in 2024 and 2025. Ohio is in the process of approving stores and Hirsh updates us on when we might see doors open in the Buckeye State and his expectation for how sales will evolve. Florida is the biggest potential adult-use flip in 2024, and…

1
Aspira Women’s Health CEO Nicole Sandford on OvaWatch Progress and Recent Financing 35:50

27d ago35:50

35:50

Send us a Text Message. Aspira CEO and Director Nicole Sandford joins the Water Tower Hour Podcast to discuss recent updates on OvaSuite, including preliminary 2Q24 OvaWatch volume growth and the launch of mass monitoring. She walks us through what is driving OvaWatch growth and the messaging to physicians and patients around the value of proper ma…

1
An Introduction to CLS Holdings with COO Joseph Ramalho and WTR’s Jesse Redmond 32:18

28d ago32:18

32:18

Send us a Text Message. CLS Holdings COO Joseph Ramalho and WTR’s Head of Cannabis Jesse Redmond join the show to discuss how CLS is winning in Nevada and expanding nationally. Joseph starts the show by sharing how cannabis has helped him personally overcome challenging medical issues and how this journey led him to join CLS. We examine how the com…

1
Project 2025. A controversial made-for-Trump blueprint to remake America 51:28

1M ago51:28

51:28

PLUS: 13 years. Six prime ministers. One cat. Larry’s term at 10 Downing; Tourists not welcome. The backlash against visitors at top travel spots; The US Justice department vs the Russian propaganda machine; How a pop-up kitchen in Vancouver became a popular restaurant — and a life-line for its Syrian refugee chefs; and Riffed from the Headlines, o…

1
111 Inc IoC Review - A Leader in the Digital Transformation of China’s Healthcare Supply Chain 16:42

1M ago16:42

16:42

Send us a Text Message. In this week’s Water Tower Hour Podcast, WTR CEO & Co-Founder Shawn Severson discusses the 111, Inc (NASDAQ: YI) initiation of coverage report with WTR senior healthcare and special situations analyst Robert Sassoon. The discussion includes 111's role in the digital transformation of China's healthcare supply chain, the comp…

1
Mid-2024 Federal Catalyst Review 58:08

2M ago58:08

58:08

The trichome trio is back to discuss progress on federal catalysts. The episode begins by discussing the 07/10 holiday, and Jesse updates us on trends he's seeing in the California concentrate market. The bulk of the conversation centers around Schedule III and how to assign probabilities to different outcomes. Morgan also gives us an update on the…

1
Arq, Inc. CEO Bob Rasmus on the transformation of the company and the outlook for growth in new markets 20:42

1M ago20:42

20:42

CEO Bob Rasmus, who joined the company 11 months ago, talks about the recent transformation of the company through the merger of Advance Emissions Solutions (NASDAQ: ADES) and UK based Arq and its strategic shift to producing higher margin Granular Activated Carbon. He discusses how today Arq is a vertically integrated activated carbon producer wor…

1
Arq, Inc. CEO Bob Rasmus on the transformation of the company and the outlook for growth in new markets 20:42

1M ago20:42

20:42

Send us a Text Message. CEO Bob Rasmus, who joined the company 11 months ago, talks about the recent transformation of the company through the merger of Advance Emissions Solutions (NASDAQ: ADES) and UK based Arq and its strategic shift to producing higher margin Granular Activated Carbon. He discusses how today Arq is a vertically integrated activ…

1
Ocean Power Technologies CEO Philipp Stratmann Reviews Recent Announcements with Water Tower Research CEO Shawn Severson 11:01

1M ago11:01

11:01

CEO Philipp Stratmann reviews several recent announcements by the company, including OPT's partnership with Unique Group, an OEM agreement with Teledyne Marine, the company's focus on "turnkey systems," an agreement in principle to deliver multiple WAM-Vs to a US government agency, and the first batch of WAM-Vs (unmanned surface vehicles) to Sulmar…

1
Community kitchens in Sudan are feeding thousands of people facing starvation in the middle of a civil war 54:11

2M ago54:11

54:11

PLUS: What the latest U.S. Supreme Court ruling on presidential immunity says about the court and the country; Battling health misinformation on social media; Behind the anger on the Reddit Canada site; Canadian music legend Ron Sexsmith looks back on a remarkable career with a 60th birthday concert at Massey Hall.…

1
Envoy Medical – Developing a Disruptive Fully Implanted Cochlear Implant for Patients with Severe Hearing Loss 31:57

1M ago31:57

31:57

Send us a Text Message. Envoy’s CEO Brent Lucas and Envoy’s CFO David Wells join WTR’s Thierry Wuilloud and Tim Regan to discuss the company’s Acclaim cochlear implant. The Acclaim has two key differentiating characteristics compared to the current market leading cochlear implants: First, it uses the ear to capture sound, unlike the current standar…

1
Curaleaf’s Hemp-Derived THC Launch With CEO Matt Darin 58:10

2M ago58:10

58:10

The show begins this week by sharing due diligence tips when visiting a grow or dispensary. With cultivation, the group agrees there is no one way to grow great cannabis, but there are a handful of best practices. Regarding retail, location, parking, product selection, and budtenders were on the top of the list. Curaleaf CEO Matt Darin joins the co…

1
How a researcher studying disinformation became a political target 52:31

2M ago52:31

52:31

PLUS: Artists and record labels are pushing back against AI music tools — but how good is the music they make?; How loon calls became a staple of pop music, from 808 State to Doja Cat; Volunteers for a BC-based search and rescue team are the stars of this documentary series; Amrit Kaur lands her first leading film role in the queer, Bollywood-inspi…

1
Consumer Products Conference Recap : Resumption of Top-Line Growth Could Be a Powerful Catalyst 18:22

2M ago18:22

18:22

Send us a Text Message. In this week’s Water Tower Hour Podcast, Consumer Products analyst, Doug Lane, discusses our recent Consumer Products Virtual Investor Conference, as companies navigate the post-pandemic landscape with new strategies and management teams. We heard about Vera Bradley's Project Restoration, Medifast's innovative GLP-1 Lifestyl…

1
Spruce Power IOC Review – Competitive Servicing "Moat" Supports Residential Rooftop Solar Acquisition Strategy 11:31

2M ago11:31

11:31

In this week’s WTR Sustainable Investing Podcast, WTR CEO & Co-Founder Shawn Severson discusses the WTR Spruce Power initiation of coverage report with WTR Energy Transition and Sustainable Investing analyst Peter Gastreich. The discussion includes the structural rise in the cost of grid electricity and impact on demand for rooftop solar, the addre…

1
Spruce Power IOC Review – Competitive Servicing "Moat" Supports Residential Rooftop Solar Acquisition Strategy 11:34

2M ago11:34

11:34

Send us a Text Message. In this week’s Water Tower Hour Podcast, WTR CEO & Co-Founder Shawn Severson discusses the WTR Spruce Power initiation of coverage report with WTR Energy Transition and Sustainable Investing analyst Peter Gastreich. The discussion includes the structural rise in the cost of grid electricity and impact on demand for rooftop s…

1
Ainos Initiation of Coverage Review – AI Nose Tech and Veldona Drug in Pipeline 13:06

2M ago13:06

13:06

Send us a Text Message. In this FlashCast Podcast, WTR CEO & Co-Founder Shawn Severson and Healthcare Analyst Do Kim recap the recent IOC of Ainos, Inc., discussing the company’s lead pipeline products and innovative AI Nose technologyBy Water Tower Research

1
A Calgary engineer says her city's water crisis reinforces the need to rethink our water use 52:56

2M ago52:56

52:56

PLUS: A new documentary tells the origin story of the first Black Barbie; the son of the original Catan creator explains why he decided to tackle climate change in the game's newest edition; a photographer is developing an artist-friendly platform to fight back against AI scraping; Day 6 books columnist Becky Toyne shares her annual list of best su…

1
Optimizing Assets With The Cannabist Company CEO David Hart 57:54

2M ago57:54

57:54

Off the top, the guys discuss Verano's announcement of a share repurchase program. The company authorized the repurchase of up to $50 million of shares and we debate whether this is a good use of capital. Toby is more bullish on the program, while Morgan is more concerned about preserving cash and investing for growth. The Cannabist Company CEO Dav…

1
Canadian Climate Investor Conference Preview / Outlooks for Voluntary Carbon and Solar Markets 30:04

2M ago30:04

30:04

In this week’s WTR Sustainable Investing Podcast, WTR CEO & Co-Founder Shawn Severson discusses what to expect at the Canadian Climate Investor Conference along with WTR Sustainability and Energy Transition sector analysts Graham Mattison and Peter Gastreich. WTR is a sponsor of the conference hosted June 25th in Toronto. The team also discusses th…

1
Canadian Climate Investor Conference Preview / Outlooks for Voluntary Carbon and Solar Markets 29:59

2M ago29:59

29:59

Send us a Text Message. In this episode of the Water Tower Hour Podcast, WTR CEO & Co-Founder Shawn Severson discusses what to expect at the Canadian Climate Investor Conference along with WTR Sustainability and Energy Transition sector analysts Graham Mattison and Peter Gastreich. WTR is a sponsor of the conference hosted June 25th in Toronto. The…

1
Can Ukraine leverage gains in Crimea to turn the tide of the war? 52:19

2M ago52:19

52:19

PLUS: The hockey songs that pump up Oilers fans; an opera's quest to reclaim the legacy of Portia White; the Titan submersible warning signs that were ignored for years; the true crime podcast She Has A Name; and Riffed from the Headlines, our weekly musical news quiz.

1
The Blame Game 58:22

2M ago58:22

58:22

The episode begins with Toby elaborating on a recent X post stating that a large $90b pension plan recently invested >$100m in a leading cannabis-focused fund. This led to a broader discussion about how institutions are approaching investing in cannabis. The conversation evolves into what's taking place in Florida. We recently saw a Fox News poll s…

1
Recapping the 2024 Louisiana Energy Conference and Looking Ahead to 2025 22:18

2M ago22:18

22:18

Send us a Text Message. In this episode of the Water Tower Hour Podcast Al Petrie, host of the Louisiana Energy Conference, and Jeff Robertson, WTR’s Managing Director for Natural Resources, recap the 2024 Louisiana Energy Conference, which was held in New Orleans May 28 – 30, 2024. The conference featured a diverse set of panel discussions focusin…

1
Sustainability Panels at the Louisiana Energy Conference Reveal Cooperation is Key 20:57

2M ago20:57

20:57

Join Peter Gastreich and Graham Mattison as they discuss the sustainability panel track at the recent Louisiana Energy Conference, hosted by Al Petrie Advisors. In the context of biofuel, EV battery, offshore wind, geothermal, carbon capture, hydrogen and other energy transition industries, the panelists discussed stress-testing business models for…

1
As Canadians rally around the Edmonton Oilers, can Calgary Flames fans manage to cheer for their rivals? 52:23

3M ago52:23

52:23

PLUS: A photojournalist comes face-to-face with a great white shark off the coast of Nova Scotia; how smart tech is being used to facilitate intimate partner violence; coming out as trans at age 66; an Iraqi musician invents a new instrument after ISIS destroyed his collection; and Riffed from the Headlines, our weekly musical news quiz.…

1
Merger Mania 57:49

3M ago57:49

57:49

It's merger mania week--or merger maybenia as Morgan called it--and this week's show is dedicated to the potential partnerships between GTI and Sam Adams and Cansortium and RIV Capital. We tackle GTI and SAM off the top with an overview of the proposed merger and discuss the timing and synergies. We debate the timing and wonder why now as we are ju…

1
Cody Shandraw – An Investor’s Perspective on the Psychedelics Landscape 37:48

3M ago37:48

37:48

Send us a Text Message. Cody Shandraw, a serial entrepreneur and seasoned investor in unconventional opportunities, joins WTR's Robert Sassoon and Tim Regan to share his insights on the investing landscape in the psychedelics sector. He discusses the challenges and the opportunities, and on how to best play the psychedelics growth story going forwa…

1
How Roy Cohn shapes Donald Trump's belligerent approach from beyond the grave 53:57

3M ago53:57

53:57

PLUS: a Palestinian journalist describes life in Gaza after fleeing Rafah; why clear red lines get fuzzy during a conflict; farewell to Angel Hernandez, baseball's most hated umpire; the heavily-armed environmentalists trying to save the Amazon; legendary British filmmaker Ken Loach caps a celebrated career with his final movie, The Old Oak; and Ri…

1
Reality Doesn't Bite 1:01:29

3M ago1:01:29

1:01:29

With Toby on holiday this week, Morgan and Jesse kick off this week's show by reviewing recent price action and contrasting it with reality. While falling share prices have eroded sentiment, there are positive developments. Ohio is beginning to turn on adult-use stores next month, and we analyze key dates, estimate the potential size of the adult-u…

1
Discussion with UK-list US Bitcoin Miner Vinanz’s Chairman David Lenigas 27:44

3M ago27:44

27:44

Send us a Text Message. Join WTR’s Tim Regan and Dr. John Roy as they chat with Vinanz Chairman David Lenigas about this Bitcoin miner’s differentiated business model and its moves to make is shares more tradeable in the US.By Water Tower Research

1
Can OpenAI be trusted to develop ChatGPT responsibly? 54:17

3M ago54:17

54:17

PLUS: A trauma surgeon on what he witnessed at a hospital in Gaza; the lives altered by the overturning of Roe v Wade; a scientist trying to stop bird flu in its tracks; Andy Kim on 50 years of Rock Me Gently; an Indigenous community's plan to build homes, and a self-sustaining economy, out of hemp; and Riffed from the Headlines, our weekly musical…

Podcasts Worth a Listen

Water Tower Research Podcasts

Podcasts Worth a Listen

Quick Reference Guide