Welcome to the L2 Capital Podcast, focuses on potential opportunities in the market, and brings to you industry leaders and intelligent conversation about their respective areas of expertise.
In this episode, Marcelo Lopez spoke to cannabis investor Aaron Edelheit. Aaron has been doing extensive research in the cannabis sector and has a knack for opportunities, like the purchase of properties after the GFC.
Aaron mentioned the similarities between the cannabis investment now and the property market in 2009. He also talked a lot about interstate commerce, which he views as a hindrance for the sector, and probably the most important thing at the moment.
Besides, Aaron gave his opinion on legislation, schedule review, illegal production and much more.
19 Jul 2023
Podcast #2: Jesse Redmond
In this episode, Marcelo Lopez had a very interesting conversation with Jesse Redmond, Head of Cannabis Research at Water Tower Research. Jesse discussed the current situation of the cannabis market in the USA and the investment perspectives. Redmond also explained the role states play in this universe, the existing political catalysts, including SAFE Banking Act, schedule review, tax-related issues, and what to expect from the Garland memo.
19 Jul 2023
Podcast #1: Jim Grant
In this episode, Marcelo Lopez had a very interesting conversation with Jim Grant, founder and editor of Grant’s Interest Rate Observer. Jim talked about the many risks that are present in the markets today, from private equity to high yield bonds. Besides, Jim gave his views on interest rates and inflation, and its potential impacts in the economy. He also lecture us about his preferred commodity, gold, and talked about nuclear energy and uranium. Last but not least, he left us with 3 excellent book recommendations.
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