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My guest this week is David Nadig. David is the Financial Futurist for ETF Trends and ETF Database and has had over 25 years of ETF experience. We start off by acknowledging the debate over active and passive investing. David and I discuss the potential dangers of passive funds on market discovery, the inelastic markets hypothesis, and the effects of massive inflows into index funds. This episode explores how leverage and options trading interact with these market dynamics and the broader implications on capitalism and market structures. Please enjoy my conversation with David Nadig.
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
(00:01:25) The Passive vs Active Debate
(00:03:02) Impact of Passive Investing on Market Pricing
(00:04:02) Flow and Market Cap Multiplier Effect
(00:07:20) Daily Leverage and Market Volatility
(00:10:35) Uninformed vs Informed Traders
(00:19:19) Opportunities and Risks in Passive Investing
(00:21:52) Opportunities in Forced Selling and Crisis
(00:22:17) The Shift from Public to Private Markets
(00:24:46) Challenges in Private Equity Liquidity
(00:29:46) The Broken System of Capitalism
(00:35:30) Insurance Problems and Government Role
(00:37:02) Thoughts on Capitalism's Future
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My guest today is Jerry Derevyanny, a partner at Bengal Capital, a cannabis investing firm. Jerry has been a part of the regulated Cannabis industry since 2014, and today he shares the nuances of investing in this growing and unique industry. I enjoyed listening to Jerry’s frameworks for the industry, such as Ants versus Locusts, the similarities and differences between Alcohol and Cannabis, capital allocation, and valuation. We also cover politics, the farm bill, and what the future of the Cannabis industry may look like. Please enjoy this conversation with Jerry Derevyanny.
Bengal Capital's substack here.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.
-----
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) Introduction to Cannabis Investing
(00:00:30) Changing Investment Strategies
(00:01:10) Highlighting Grown Rogue
(00:02:33) Cannabis Market Dynamics
(00:05:28) State-by-State Market Analysis
(00:11:15) Capital Cycles in Cannabis
(00:18:24) Federal Legalization and Its Impacts
(00:29:56) Hemp-Derived THC and Market Trends
(00:34:47) Conclusion and Future Outlook
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