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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.
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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) 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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My guest this week is Robbie Cannon. Robbie founded Horizon Investments in 1999 and grew the company to $7B in AUM before selling in 2021. Today, he takes us on a tour of the asset management industry. We cover many fascinating topics, such as the industry's evolution over 25 years, the blurring of lines between wealth and asset management, oligopolies in finance, the impact of private equity, the role of technology and AI, and more. Please enjoy this conversation with Robbie Cannon.
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) Welcome to Making Markets
(00:01:06) Evolution of Wealth and Asset Management
(00:04:18) Blurred Lines in Financial Services
(00:14:18) Private Equity and Financial Advisors
(00:17:05) Robo Advisors and Technological Integration
(00:26:07) Evaluating Compatibility and Money in Motion
(00:27:06) Peer Collaboration and Industry Insights
(00:29:05) Strategic Asset Allocation for 2024
(00:29:46) Challenges for Emerging Managers
(00:32:16) AI in Asset Management
(00:45:27) Digital Solutions and Future Trends
(00:49:36) The Evolution of Financial Advice
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