Making Markets

Aaron Edelheit: Investing in Overlooked Industries - [Making Markets, EP.27]

May 3, 2024

Aaron Edelheit, CEO of Mindset Capital, discusses burnout, Cannabis industry myths, and opportunities in overlooked industries like housing. He raised a venture fund for Cannabis beverages, foreseeing a massive boost post-DEA rescheduling.

50:24

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Episode guests

Aaron Edelheit

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Episode notes

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Quick takeaways

Regular breaks prevent burnout and enhance decision-making clarity for improved work performance.

Taking scheduled breaks leads to personal and business growth, debunking the myth of constant grinding for success.

Deep dives

The Importance of Disengaging from Work to Avoid Burnout

Taking breaks and disengaging from work is crucial to prevent burnout according to Aaron Edelheit, CEO of Mindset Capital. He shares his personal experience of burnout and how embracing breaks transformed his life. Highlighting the importance of decision-making clarity and mental well-being, he emphasizes the need for regular breaks to improve work performance and overall quality of life.

Introduction

2min

Balancing Work and Rest for Financial Success

15min

Exploring Hidden Trends and Value Investing

4min

Evolution of the Cannabis Industry

24min

Navigating the Complexities of THC Beverage Production

4min

Exploring Brand Investments and the Cannabis Industry Outlook

2min

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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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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Making Markets

Aaron Edelheit: Investing in Overlooked Industries - [Making Markets, EP.27]

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

The Importance of Disengaging from Work to Avoid Burnout

Transformative Impact of Taking Breaks on Personal and Professional Success

Research Supports the Value of Breaks for Productivity and Decision-Making

Recognizing the Need for Mental Clarity in Work Environments

Remember Everything You Learn from Podcasts