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Matt turns the mic on Eric for the quarterly recap where they reflect on a strong first quarter for 2024, the secular trends in market and investment structures, navigating the IPO market, and the next generation of investors. Please enjoy this episode of Making Markets.
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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Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.
Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
Follow us on Twitter: @makingmkts | @ericgoldenx
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
(00:01:21) Analyzing the Strong First Quarter of 2024
(00:03:57) In-Depth Discussion on Inflation and Economic Trends
(00:07:40) Exploring the Power and Influence of the Federal Reserve
(00:09:06) The Dynamics of Private Credit and Commercial Real Estate
(00:14:56) Navigating the IPO Market and Private vs. Public Conflict
(00:16:40) Secular Trends in Market Structure and Investment
(00:20:51) Exploring the Allure of Alternative Investments
(00:22:05) The Evolution of Wealth Management
(00:23:38) The Next Generation: Capturing Gen X and Gen Z Investors
(00:25:13) Fee Compression and the Future of Financial Services
(00:27:29) Bitcoin's Milestones and Market Dynamics
(00:33:34) Reflecting on Making Markets
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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.
-----
Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.
Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
Follow us on Twitter: @makingmkts | @ericgoldenx
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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