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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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

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