The $4 Billion Problem Facing U.S. Cannabis | TDR Cannabis in 5 cover art

The $4 Billion Problem Facing U.S. Cannabis | TDR Cannabis in 5

The $4 Billion Problem Facing U.S. Cannabis | TDR Cannabis in 5

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 What happens after cannabis rescheduling — once the headlines fade and operators are left to actually scale?In this episode of TDR Cannabis in Five, host Shadd Dales kicks off a new series focused on the less talked-about side of a post-rescheduling cannabis industry: infrastructure, cash flow, and execution. Because if rescheduling does move forward, the biggest challenge won’t be access — it’ll be discipline.The U.S. cannabis industry generates roughly $30 billion annually, yet an estimated $4 billion of that is tied up in unpaid invoices. That’s more than 10% of all transactions sitting in delinquent accounts receivable — a structural problem that affects MSOs and private operators alike. In a market where suppliers can’t easily cut off non-paying buyers, unpaid bills quietly erode margins, slow growth, and strain balance sheets.This episode breaks down why receivables have become one of the industry’s biggest hidden risks — and why fixing them is critical if cannabis wants to mature beyond survival mode.The discussion also highlights how some operators and service providers are adapting to this reality. Using examples from the supply chain, the episode looks at how financing tools tied directly to real sales — rather than speculative growth — can help companies scale responsibly without stretching their balance sheets.The broader takeaway is simple: rescheduling alone won’t fix cannabis. The next phase of the industry will reward companies that understand underwriting, enforce payment discipline, and build systems that support sustainable growth.This series will continue to unpack what real scale looks like — market by market, balance sheet by balance sheet — in a cannabis industry that’s finally being forced to grow up.#CannabisIndustry #CannabisBusiness #CannabisFinance #CannabisRescheduling #TDRCannabisInFive #CannabisOperators #CannabisSupplyChain #CannabisInvesting #CannabisInfrastructureWant too see last week's recap? • Cannabis Enters 2026 With a New Tone | TTB... Want to see more Cannabis Reform videos? • Inside the Final Steps of Cannabis Resched... • Supreme Court Takes Cannabis Gun Case | TD... • Former AG Bill Barr Enters Cannabis Resche... • Inside the Politics of Rescheduling | TDR ... Want to be updated on Cannabis, Small Cap, AI, and Crypto? Subscribe to our Daily Baked in Newsletter!https://newsletter.thedalesreport.com...Find us as well on Facebook, Twitter, Instagram, LinkedIn and on the Web:Facebook: / thedalesreport Twitter: / thedalesreport Instagram: / dalesreport LinkedIn: / the-dales-report Apple Podcasts: https://tinyurl.com/TDRTradetoBlackon...Spotify: https://tinyurl.com/TDRTradeToBlackon...Website: https://thedalesreport.com/For copyright matters, please get in touch with us at:sdales@thedalesreport.comPodcast Disclaimer (Financial Interests)The views and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the official policy or position of any company, organization, or employer. The content is provided for informational and entertainment purposes only and should not be taken as financial, investment, or legal advice.The hosts and/or guests may hold positions in the companies, stocks, or financial instruments discussed during the show. These holdings should not be considered as endorsements or recommendations to buy or sell any securities. Listeners are encouraged to do their own research or consult with a qualified financial advisor before making any investment decisions.By listening to this podcast, you agree that the hosts, guests, and producers are not liable for any decisions you make based on the information discussed.Full Disclosures: https://thedalesreport.com/website-te...
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