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Jerry Derevyanny: Frameworks for Cannabis Investing - [Making Markets, EP.44]

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Content provided by Colossus, Colossus | Investing, and Business Podcasts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Colossus, Colossus | Investing, and Business Podcasts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

170 episodes

Artwork
iconShare
 
Manage episode 440842466 series 3006705
Content provided by Colossus, Colossus | Investing, and Business Podcasts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Colossus, Colossus | Investing, and Business Podcasts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

170 episodes

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