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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.
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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
(00:02:26) 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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My guest today is Nir Kaissar. Nir is the founder and portfolio manager at Unison Advisors and one of my favorite economic commentators/columnists at Bloomberg. Today, he joins us for a wide-ranging discussion on the US economy. We start with the disconnect between the strong economic numbers and the sentiment amongst the population. We then cover indicators of recessions, the potential for a systemic crisis in Private Equity, the magnificent seven, and more. Please enjoy this excellent conversation with Nir Kaissar.
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
(00:02:07) Exploring Economic Disparities Amidst a Booming Economy
(00:02:53) The Living Wage Crisis in the U.S.
(00:04:30) Unpacking the Wage Stagnation Puzzle
(00:07:12) The Transparency and Productivity Dilemma
(00:09:18) Innovative Solutions for Economic Inequality
(00:12:41) Government's Role in Redistributing Wealth
(00:18:31) Addressing the Retirement Savings Gap
(00:19:26) Debunking Recession Predictions and Economic Indicators
(00:29:10) The Potential Risks in Private Equity and Real Estate
(00:32:55) The Growing Influence of Private Equity
(00:34:55) The Unprecedented Scale of Private Capital
(00:36:28) The Need for Transparency in Private Equity
(00:38:06) Exploring Systemic Risks and Distribution Concerns
(00:40:37) The Changing Landscape of Commercial Real Estate
(00:43:03) Rethinking Bailouts and Sovereign Wealth Funds
(00:46:29) The Debate on Government Intervention and Economic Stability
(00:56:08) Public Securities and the Magnificent Seven
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