Making Markets Aaron Edelheit: Investing in Overlooked Industries - [Making Markets, EP.27]
May 3, 2024
Aaron Edelheit, CEO of Mindset Capital, discusses burnout, Cannabis industry myths, and opportunities in overlooked industries like housing. He raised a venture fund for Cannabis beverages, foreseeing a massive boost post-DEA rescheduling.
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Default Mode Enables Breakthrough Ideas
- The brain's default mode network forms patterns when it's disengaged from active tasks.
- Giving the mind unstructured time produces the insights that improve investment decisions.
Hunt Where Institutional Investors Aren't
- Aaron seeks overlooked industries and situations where change is masked by misunderstanding.
- He applies deep research to find mispriced opportunities like housing and cannabis.
Launching A Cannabis Fund During The Downturn
- Aaron began researching cannabis in 2018–2019 and launched a dedicated cannabis fund amid price collapses.
- He ran toward the sector because he saw fundamental misunderstandings that created alpha opportunities.