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Today's returning guest is Aaron Edelheit, CEO and founder of Mindset Capital, a private investment firm.\xa0\nIn today's episode, Aaron updates us on the state of the cannabis sector after a rough couple of years. He touches on possible Federal regulatory changes, the key characteristics he looks for in cannabis companies and why he refers to cannabis as the great replacement. As we wind down, Aaron talks about why he's so excited about the opportunity with low dose hemp beverages.\n(1:47) Overview of the cannabis industry\n(6:00) The possibility of Federal legalization\n(17:30) Valuation discussion\n(21:39) Operational challenges in cannabis\n(26:07) Factors with successful cannabis companies\n(31:10) Cannabis investment opportunities\n(34:18) The opportunity with low dose hemp beverages\n(41:32) Identifying risks in the cannabis space\n(44:51) Securities lending revenue in relation to ETFs\n-----\nFollow Meb on Twitter, LinkedIn and YouTube\nFor detailed show notes, click here\nTo learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com\n-----\nToday's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Visit YCharts to start your free trial and be sure to mention "Meb" for 20% off your subscription (new clients only). \nFollow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok\n-----\nInterested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com\n-----\nPast guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.\xa0\n-----\nMeb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!\xa0\nLearn more about your ad choices. Visit megaphone.fm/adchoices