Aaron Edelheit is high on Cannabis stocks

Andrew Walker returns solo for his January 2026 ramblings and discusses the current market euphoria, responses to his “weird markets” thesis, the allure and danger of stepping outside one’s investing edge, how power laws are often misunderstood, and an evolution in his views on s ...  Show more

Jeremy Raper returns for a deep-dive postmortem on his high-conviction investment in aviation leasing company AVAP. From sourcing the deal via Twitter, to acquiring a ~20% block at well below book value, to negotiating with key stakeholders and navigating operational hurdles, Jer ...  Show more

Chris Weld worked for years in emergency rooms, then ditched that career and bought an old farm in Massachusetts. He set up a distillery and started making prize-winning spirits. When cannabis was legalized, he jumped into that too — and the first few years were lucrative. But ...

Cannabis legalization has growing bipartisan support. A top analyst explains why shares are slumping. Plus, a shanked golf merger. Learn more about your ad choices. Visit megaphone.fm/adchoices 

Cannabis expert Jesse Redmond shares why he's now at LEEF Brands (1:30). Excited about New York's evolution (8:15). How and why it got so bad in the industry (16:00). Are we early or are we wrong? (22:05) Who may survive and get to the finish line (28:35). Intoxicating hemp marke ...  Show more

This week: A new DEA designation for cannabis means high times for pot smokers, but what about the industry? Felix Salmon, Emily Peck, and Elizabeth Spiers discuss the future of the cannabis business, Binance founder Changpeng “CZ” Zhao’s lax, four-month prison sentence, and why ...  Show more