Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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#199 - Finding Unique Winners in Cannabis & Recessions (ft. Aaron Edelheit of Mindset Capital)
Manage episode 432945507 series 2639158
Content provided by CIN Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CIN Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode we are joined by Aaron Edelheit of Mindset Capital. Aaron runs a cannabis dedicated fund which pivoted from investing in large MSOs to focusing on unique small cap names.
Although cannabis has been in a brutal bear market some of Aaron's largest contrarian investments in Glass House and Grown Rogue have had phenomenal returns.
In this episode we discuss:
- Aaron's pre-cannabis background investing through the dot com crash and the 2008 financial crisis
- How & Why Aaron pivoted from large MSOs to smaller names
- Aaron's Top Picks: Glass House & Grown Rogue
- Process for picking unloved names
- Politics: Election season & S3
Thanks to Aaron for joining us for this episode
Connect with Aaron:
On Twitter - https://x.com/aaronvalue
Mindset Capital Substack - https://mindsetvalue.substack.com/
213 episodes
Share
Manage episode 432945507 series 2639158
Content provided by CIN Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CIN Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode we are joined by Aaron Edelheit of Mindset Capital. Aaron runs a cannabis dedicated fund which pivoted from investing in large MSOs to focusing on unique small cap names.
Although cannabis has been in a brutal bear market some of Aaron's largest contrarian investments in Glass House and Grown Rogue have had phenomenal returns.
In this episode we discuss:
- Aaron's pre-cannabis background investing through the dot com crash and the 2008 financial crisis
- How & Why Aaron pivoted from large MSOs to smaller names
- Aaron's Top Picks: Glass House & Grown Rogue
- Process for picking unloved names
- Politics: Election season & S3
Thanks to Aaron for joining us for this episode
Connect with Aaron:
On Twitter - https://x.com/aaronvalue
Mindset Capital Substack - https://mindsetvalue.substack.com/
213 episodes
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Similar to Cannabis Investing Network
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
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…
continue reading
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…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
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…
continue reading
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…
continue reading
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continue reading
Player FM - Podcast App
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Go offline with the Player FM app!
