Description
Tequila Cask Investment
Samuel Gordon and Marc Mouannes co-founded GORDON PWC to bring a new way to invest in Whiskey and Tequila cask investment.
Summary of the Podcast
Introductions and background
* Graham and Kevin welcome Samuel Gordon and Marc Mouannes, partners at Gordon PWC.
* They discuss their new tequila cask investment product.
* Samuel and Marc share how they met and their backgrounds in the whiskey and alternative investment industries.
Tequila cask investment overview
* Samuel and Marc provide an overview of their tequila cask investment product.
* It involves purchasing unaged "blanco" tequila and aging it in oak casks for 3 years to produce a higher-quality "extra anejo" tequila.
* They highlight the potential for 14-15% annual returns.
* There is a shorter 3-year investment term compared to whiskey.
* It's also another investor route to diversification and inflation hedging.
Market dynamics and demand
* The discussion covers the current and projected growth in global tequila demand.
* It is especially growing fast in North America, Europe, and Asia.
* This is driven by the influence of celebrity brands.
* Samuel and Marc explain how the scarcity of aged tequila and consumer preferences for higher-quality products contribute to the investment opportunity.
Investment process and risks
* Samuel and Marc outline the investment process.
* This includes how they pre-sell the aged tequila to distilleries and wholesalers to provide investors with a guaranteed exit price.
* They also discuss the key risks, such as Agave price fluctuations and asset security, and how they mitigate these through insurance and other measures.
Tax benefits and investor profile
* The conversation touches on the UK tax benefits of cask investments as wasting assets.
* The typical investor profile - affluent individuals looking to diversify their portfolios and hedge against inflation, often in the 40-45 age range.
Recap and next steps
* Graham and Kevin wrap up the discussion, reiterating that they are not providing investment advice.
* Rather they are highlighting an interesting alternative investment opportunity for listeners to further research.
* They encourage listeners to connect with Samuel and Marc to learn more about the tequila cask investment product.
Clips from the Podcast
It's a 3 Year Investment Term!
https://thenext100days.org/wp-content/uploads/2024/09/Samuel-Gordon-3-Years-Term.mp4
14% per annum
https://thenext100days.org/wp-content/uploads/2024/09/Marc-Mouannes-14-per-annum.mp4
Testimonial
Samuel Gordon
https://thenext100days.org/wp-content/uploads/2024/09/Samuel-Gordon-TEstimonial.mp4
Marc Mouannes
https://thenext100days.org/wp-content/uploads/2024/09/Marc-Mouannes-Testimonial.mp4
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