Finding Alpha in Cannabis: Allocation, Debt, and What Actually Works w/ Jerry Derevyanny
Where can investors actually find value in cannabis today — and how should they be thinking about the space going forward?
In this episode of Higher Exchanges, Jesse Redmond and Morgan Paxhia are joined by Jerry Derevyanny, Partner at Bengal Capital, for a wide-ranging conversation on capital allocation, alternative investment strategies, and what separates real operators from the rest.
We cover:
• Where value is emerging today — concentrated vs. broad exposure and where alpha is coming from
• Alternative ways to invest — debt, preferred equity, and real estate vs. traditional equities
• What…
The skinny
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