Aaron Edelheit - Investing in Cannabis: The Next Great Investment Opportunity | #541

The Meb Faber Show

Today's returning guest is Aaron Edelheit, CEO and founder of Mindset Capital, a private investment firm.

In today's episode, Aaron updates us on the state of the cannabis sector after a rough couple of years. He touches on possible Federal regulatory changes, the key characteristics he looks for in cannabis companies and why he refers to cannabis as the great replacement. As we wind down, Aaron talks about why he's so excited about the opportunity with low dose hemp beverages.

(1:47) Overview of the cannabis industry

(6:00) The possibility of Federal legalization

(17:30) Valuation discussion

(21:39) Operational challenges in cannabis

(26:07) Factors with successful cannabis companies

(31:10) Cannabis investment opportunities

(34:18) The opportunity with low dose hemp beverages

(41:32) Identifying risks in the cannabis space

(44:51) Securities lending revenue in relation to ETFs

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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.

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