Aaron Edelheit: Investing in Overlooked Industries - [Making Markets, EP.27]

Aaron Edelheit: Investing in Overlooked Industries - [Making Markets, EP.27]

Author: Colossus | Investing & Business Podcasts May 3, 2024 Duration: 50:24
Making Markets
BusinessInvesting

My guest today is Aaron Edelheit, the CEO and Portfolio Manager at Mindset Capital. Aaron has spent his career practicing value investing in overlooked industries, like housing after the 2008 recession or Cannabis today. But we start the conversation by talking about another overlooked topic- burnout and the importance of disengaging from work. We then talk about the Cannabis industry, the myths and opportunities, and why Aaron raised a venture fund to invest in Cannabis beverages. This is a timely conversation, recorded just ahead of the news that the DEA will reschedule Cannabis, providing a massive boost to the industry, particularly around taxation. Please enjoy this conversation with Aaron Edelheit.


For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.

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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).


Show Notes

(00:00:00) Welcome to Making Markets

(00:02:26) Aaron’s Personal Journey: From Burnout to Balance

(00:05:41) The Philosophy Behind Taking Breaks

(00:13:23) Aaron’s Current Investment Philosophy

(00:17:34) Exploring the Cannabis Industry

(00:24:50) Comparing Cannabis to Other Industries

(00:27:02) The Evolution and Challenges of Cannabis Cultivation

(00:31:13) The Venture into Hemp and THC Beverages

(00:32:15) The Disruption of the U.S. Alcohol Market by THC Drinks

(00:40:14) Investing in Cannabis

(00:42:58) The Future of THC Beverages and Cannabis Consumption

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Eric Golden hosts Making Markets, a podcast that digs into the often unseen mechanics and human behaviors driving how value is assigned and traded. Rather than just analyzing charts or headlines, conversations focus on the underlying architecture-the rules, relationships, and psychology-that defines how any marketplace functions. This approach means that one episode might dissect the familiar terrain of bonds or equities, while the next ventures into the specialized worlds of fine art, cryptocurrency, or even vineyard acquisitions. The common thread is a curiosity about the actual transactions and the people who facilitate them, providing a tangible sense of what occurs when assets change hands. By speaking with practitioners and experts each week, the show demystifies the complex systems that form the backbone of global commerce, offering listeners a clearer picture of economic forces at work. As part of the Colossus network of investing and business podcasts, Making Markets builds a comprehensive library of knowledge, turning abstract concepts into accessible narratives. It’s for anyone who has ever wondered about the real-world machinery operating behind the curtain of daily financial news.
Author: Language: English Episodes: 100

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