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

Jul 12, 2024 • 49 mins

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.

Key Points

  • Aaron Edelheit sees the cannabis industry as a long-term opportunity driven by significant structural advantages and a lack of institutional competition.
  • Edelheit highlights the potential of cannabis beverages as a major growth sector, citing their rapid adoption and potential to replace a significant portion of the alcohol market.
  • Despite the challenges and regulatory uncertainties, Edelheit believes that federal reform is imminent and will unlock substantial growth and investment opportunities in the cannabis space.

Follow Aaron: LinkedIn; Twitter

Resources:

Aaron's Substack

The Cannabis Opportunity

The Cannabis Opportunity (Podcast Read)

Sponsor: Today's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Visit YCharts to start your free trial and be sure to mention "Meb" for 20% off your subscription (new clients only).

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