{"podcast":{"title":"Cannabis Investing Network","slug":"cannabis-investing-network-467063","podcast_index_feed_id":467063,"rss_url":"https://anchor.fm/s/cbdfbf8/podcast/rss","website_url":"https://podcasters.spotify.com/pod/show/cannabis-investing-network","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/2037774/2037774-1563240624308-0320117b7fddb.jpg","author":"CIN Podcast","episode_count":234,"summary":"2 Private Cannabis Investors share thoughts, analysis and opinions on the ups and downs of the rapidly changing Cannabis Investing landscape. For Investors By Investors","last_synced_at":"2026-07-15T18:20:19.095036+00:00","page_url":"https://stenobird.com/podcast/cannabis-investing-network-467063"},"episode":{"title":"#199 - Finding Unique Winners in Cannabis & Recessions (ft. Aaron Edelheit of Mindset Capital)","slug":"199-finding-unique-winners-in-cannabis-recessions-ft-aaron-edelheit-of-mindset-capital","published_at":"2024-08-07T09:00:00+00:00","page_url":"https://stenobird.com/podcast/cannabis-investing-network-467063/199-finding-unique-winners-in-cannabis-recessions-ft-aaron-edelheit-of-mindset-capital","show_page_url":"https://stenobird.com/podcast/cannabis-investing-network-467063","url":"https://podcasters.spotify.com/pod/show/cannabis-investing-network/episodes/199---Finding-Unique-Winners-in-Cannabis--Recessions-ft--Aaron-Edelheit-of-Mindset-Capital-e2mtfn8","audio_url":"https://anchor.fm/s/cbdfbf8/podcast/play/90143912/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2024-7-7%2F5e1ed1f4-9ef9-cfa7-fd76-d8f855d06b04.mp3","summary":"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/","meta_description":"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 foc…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4418,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/cannabis-investing-network-467063/episodes/199-finding-unique-winners-in-cannabis-recessions-ft-aaron-edelheit-of-mindset-capital/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/cannabis-investing-network-467063/199-finding-unique-winners-in-cannabis-recessions-ft-aaron-edelheit-of-mindset-capital.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}