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Making Markets
Episode 28 Investing in Overlooked Industries
Making Markets

Episode 28: Investing in Overlooked Industries

Making Markets

Episode 28

Investing in Overlooked Industries

Hosted by Eric Golden

05.03.2024

  • Investing Frameworks

Aaron Edelheit is the CEO and Portfolio Manager at Mindset Capital. We cover the opportunity in the Cannabis industry, why a value investor raised a venture fund, and the value of a "hard break" from work.

(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

 

05.03.2024

Hosted by Eric Golden

  • Investing Frameworks
Investing in Overlooked Industries
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Introduction

Eric
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 today, 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.

Eric
Aaron thank you for joining me today.

Aaron
Thank you for having me.

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