#218 - Cannabis Predictions & Disruptive Investing (ft. Hirsh Jain of Ananda Strategy)

#218 - Cannabis Predictions & Disruptive Investing (ft. Hirsh Jain of Ananda Strategy)

February 19, 2026 · 1h 20m

About this episode

The episode features Hirsh Jain discussing predictions for cannabis and general investing by 2026, focusing on disruption risks and new investment ideas.

What a time to be an investor! Markets are moving quickly as investors consider disruption risk and re-price moats for asset-lite companies. In this episode we are joined by Hirsh Jain of Ananda Strategy - we make predictions for 2026 on Cannabis & General Investing. In this episode we discuss: - S3 in a midterm year - New investment ideas - New States? FL, PA & VA - Hemp as a disruptive force - What lessons cannabis teaches us about the AI Infrastructure build out Thanks to Hirsh as always for a candid conversation about the future of the industry Connect with Hirsh: LinkedIn - ⁠ ⁠⁠https://www.linkedin.com/in/hirsh-jain/⁠⁠⁠ Twitter - ⁠ ⁠⁠https://twitter.com/anandastrategy⁠⁠⁠ Hirsh's Website - ⁠ ⁠⁠https://anandastrategy.com/

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