Aaron Edelheit is high on Cannabis stocks

Aaron Edelheit returns to the podcast to discuss all of the opportunities he's seeing in the cannabis world and why he's chosen now to launch a Cannabis focused fund.Aaron's Cannabis manifesto: https://mindsetvalue.substack.com/p/the-cannabis-manifestoSeth Rogen profile I mention during the pod: https://www.nytimes.com/2021/04/20/magazine/seth-rogen.htmlChapters:0:00 Intro2:45 Why is Aaron launching a cannabis fund now?12:00 Professional athletes and cannabis16:55 How Cannabis today reminds Aaron of single family homes after the GFC26:50 Aaron's views on federal legalization37:35 Is Aaron more interested in the direct cannabis plays or the "picks and shovel" providers?45:50 Using Verano to highlight the growth and valuations Aaron is seeing54:00 Will the industry stay vertically integrated, or will we start seeing more focused players?58:55 The tax issues with cannabis plays and why EBITDA is so important here