Strategy Simplified
Strategy Simplified is here to demystify the consulting industry and help you land your dream job in management consulting. Hosted by the expert team at Management Consulted - the world's largest resource for consulting news and interview prep - each episode covers topics related to the consulting world, from interview preparation and case study techniques to networking strategies and industry trends. Whether you're just starting your career or looking to make a transition, Strategy Simplified is the go-to resource for anyone looking to break into the consulting industry. With actionable advice, insider tips, and real-life success stories, this podcast is the ultimate guide to simplifying your career strategy and landing your dream consulting job.
Strategy Simplified
S21E25: Who Really Wins When Weed Goes Mainstream?
Cannabis just moved from Schedule I to Schedule III — and the biggest implications have nothing to do with lifestyle or politics.
In this episode of Market Outsiders, Jenny Rae and Namaan break down what reclassification means for the market: who benefits, who loses, and why cannabis stocks dropped on “good” news.
They unpack the real unlocks behind the headlines — Medicare and Medicaid eligibility, federally funded research, banking access, and why Big Pharma, consumer giants, and even beer companies may now have the edge.
This is a regulatory shock case study: how one policy change reshapes competition, pricing power, supply chains, and long-term winners across healthcare and consumer markets.
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Chapters:
01:05 — What Cannabis Reclassification Actually Changes
03:15 — Schedule I vs Schedule III: Why It Matters
05:45 — Banking, Taxes, and the Industry’s Hidden Constraints
08:20 — Medicare, Medicaid, and the Real Demand Unlock
11:10 — Why Cannabis Stocks Fell on “Good” News
13:30 — Big Pharma, Big Beer, and New Market Entrants
19:40 — Supply Chains, Compliance, and Rising Costs
25:00 — Who Wins, Who Loses, and What Comes Next
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