# #218 - Cannabis Predictions & Disruptive Investing (ft. Hirsh Jain of Ananda Strategy) Page: https://stenobird.com/podcast/cannabis-investing-network-467063/218-cannabis-predictions-disruptive-investing-ft-hirsh-jain-of-ananda-strategy Text version: https://stenobird.com/podcast/cannabis-investing-network-467063/218-cannabis-predictions-disruptive-investing-ft-hirsh-jain-of-ananda-strategy.md Podcast: [Cannabis Investing Network](https://stenobird.com/podcast/cannabis-investing-network-467063) Published: 2026-02-19T10:00:00+00:00 Episode link: https://podcasters.spotify.com/pod/show/cannabis-investing-network/episodes/218---Cannabis-Predictions--Disruptive-Investing-ft--Hirsh-Jain-of-Ananda-Strategy-e3f9ovg Audio file: https://anchor.fm/s/cbdfbf8/podcast/play/115712432/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-1-19%2Fa277b79a-6f88-f82f-2944-1591a95774e3.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/cannabis-investing-network-467063/episodes/218-cannabis-predictions-disruptive-investing-ft-hirsh-jain-of-ananda-strategy Duration seconds: 4822 ## Resource 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/ ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/cannabis-investing-network-467063/episodes/218-cannabis-predictions-disruptive-investing-ft-hirsh-jain-of-ananda-strategy/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/cannabis-investing-network-467063/218-cannabis-predictions-disruptive-investing-ft-hirsh-jain-of-ananda-strategy.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.