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My guest this week is Adam Terry, the co-founder and CEO of Cantrip. A few weeks ago, Aaron Edelheit came on the show and made the pitch for investing in Cannabis Beverages. Today, we talk to one of the leading operators in this space. This was a fun conversation where we really got into the weeds, pun intended, into the science of a very complicated plant and an equally complex regulatory landscape. We also talked about the vision for Cantrip and how Adam aims to build a defensible and valuable business. Please enjoy this conversation with Adam Terry.
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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Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.
Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
Follow us on Twitter: @makingmkts | @ericgoldenx
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes
(00:00:00) Welcome to Making Markets
(00:01:40) The 2018 Farm Bill and THC Drinks
(00:06:38) Understanding Delta 9 and Delta 8 THC
(00:10:00) THC vs. CBD: Key Differences
(00:13:57) Natural vs. Synthetic Cannabinoids
(00:16:42) The Rise of THC Beverages
(00:21:25) Regulatory Challenges and Market Growth
(00:25:29) Cantrip's Production Process
(00:27:17) Challenges in Dispensary Product Regulations
(00:28:41) The Complexity of Beverage Production in Dispensaries
(00:30:45) Regulation of Alcoholic Beverages vs. THC Drinks
(00:34:00) Market Dynamics and Brand Building in THC Beverages
(00:40:57) Cantrip's Customer Demographics and Product Strategy
(00:46:51) The Future of The Cannabis and Beverage Industry
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My guest this week is Ben Gordon, the CEO of Fractal. At Fractal, Ben runs a unique strategy, providing farmers with equity capital and investors exposure to a differentiated and uncorrelated asset class. Ben starts by making the case for investing in farmland and explaining why institutional ownership remains low in the category. We then dive into Fractal’s business model, what a typical deal looks like and where they fit in the agricultural capital stack. If you’re interested in this topic, I also recommend listening to our earlier episode called “Harvesting Alpha through Farmland.” Please enjoy this episode with Ben Gordon.
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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Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.
Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
Follow us on Twitter: @makingmkts | @ericgoldenx
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes
(00:00:00) Welcome to Making Markets
(00:01:53) The Appeal of Farmland Investments
(00:04:23) Challenges and Opportunities in Farmland
(00:10:22) Fractal's Unique Business Model
(00:15:58) Investor Insights and Tax Benefits
(00:21:48) The Impact of Technology on Agriculture
(00:23:50) Farmland and ESG Investing
(00:26:23) Fractal's Vision and Strategy
(00:28:11) Scaling and Risk Management in Farmland Investments
(00:33:17) Historical Performance and Market Dynamics
(00:43:27) The Future of The Market for Farmland
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