#444 – Samuel Gordon & Marc Mouannes – Tequila Cask Investment

27/09/2024 55 min
#444 – Samuel Gordon & Marc Mouannes – Tequila Cask Investment

Listen "#444 – Samuel Gordon & Marc Mouannes – Tequila Cask Investment"

Episode Synopsis

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