Jerry Derevyanny: Frameworks for Cannabis Investing - [Making Markets, EP.44]

Jerry Derevyanny: Frameworks for Cannabis Investing - [Making Markets, EP.44]

Author: Colossus | Investing & Business Podcasts September 20, 2024 Duration: 37:46
Making Markets
BusinessInvesting

My guest today is Jerry Derevyanny, a partner at Bengal Capital, a cannabis investing firm. Jerry has been a part of the regulated Cannabis industry since 2014, and today he shares the nuances of investing in this growing and unique industry. I enjoyed listening to Jerry’s frameworks for the industry, such as Ants versus Locusts, the similarities and differences between Alcohol and Cannabis, capital allocation, and valuation. We also cover politics, the farm bill, and what the future of the Cannabis industry may look like. Please enjoy this conversation with Jerry Derevyanny.


Bengal Capital's substack here.


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) Introduction to Cannabis Investing

(00:00:30) Changing Investment Strategies

(00:01:10) Highlighting Grown Rogue

(00:02:33) Cannabis Market Dynamics

(00:05:28) State-by-State Market Analysis

(00:11:15) Capital Cycles in Cannabis

(00:18:24) Federal Legalization and Its Impacts

(00:29:56) Hemp-Derived THC and Market Trends

(00:34:47) Conclusion and Future Outlook

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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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