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

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 outThanks to Hirsh as always for a candid conversation about the future of the industryConnect with Hirsh:LinkedIn - ⁠⁠⁠https://www.linkedin.com/in/hirsh-jain/⁠⁠⁠Twitter - ⁠⁠⁠https://twitter.com/anandastrategy⁠⁠⁠Hirsh's Website - ⁠⁠⁠https://anandastrategy.com/

We are back and ready for a big 2026! Joining us is Charting Man Dan of the Chart Guys.To kick off the year we are asking how attractive cannabis looks vs other sectors and what are the fundamental vs technical factors to be considering.We also recap the year to discuss what worked in 2025, what didn't and what's exciting us for 2026Big thanks to Dan for another great discussion to start the yearFollow Dan / The Chart GuysOn Twitter: ⁠⁠⁠⁠⁠⁠https://twitter.com/ChartGuys⁠⁠⁠⁠⁠⁠The Chart Guys on Youtube: ⁠⁠⁠⁠⁠⁠https://www.youtube.com/channel/UCnqZ2hx679DqRi6khRUNw2g⁠⁠⁠⁠⁠LLM Conversations MentionedOn Cannabis Stocks - https://g.co/gemini/share/29fe535b4baeOn Memory Stocks - https://gemini.google.com/share/86dc273c5e81

In this episode we are joined by Jesse Redmond to discuss current market sentiment, most common mistakes retail investors make and where we are in cannabis and AI markets.Jesse works at LEEF Brands, co-hosts the Higher Exchanges Podcast and is a former hedge fund manager AND dispensary owner.Thanks to Jesse for a very fun chat!Connect with Jesse:Twitter - https://x.com/jesseredmondHigher Exchanges Podcast - https://x.com/higherexchanges

Here we go again! Scott Grossman (aka SRG444) of Turning Point Brands joins us at an important time for cannabis and markets.Our conversation covers 4 key questions:1. S3 & Cannabis Stocks - where are we and what's the path forward?2. Frothy & Exciting Markets - how to manage your emotions & portfolio3. AGFY/Rhythm Deal - SRG breaks it down4. Predictions & Top PicksThanks as always to Scott for a great conversationFollow Scott on Twitter @ ⁠⁠⁠⁠https://twitter.com/srg444 ⁠Read Scott's Long Form Thoughts @⁠https://scottrgrossman.substack.com/

We are back with a jam packed episode at an exciting but turbulent time.In this episode we discuss:- S3 Calculations: Why we are optimistic- S3 Reality vs Possible future effects- Financial framework for MSO upside- Strategy for managing risk - Revealing my cannabis portfolio- What I've bought & sold recentlyThanks to Hirsh for a great discussion as alwaysConnect with Hirsh:LinkedIn - ⁠⁠https://www.linkedin.com/in/hirsh-jain/⁠⁠Twitter - ⁠⁠https://twitter.com/anandastrategy⁠⁠Hirsh's Website - ⁠⁠https://anandastrategy.com/

The hardest times in cannabis investing are when you're not sure whether to buy or sell! Heat has returned to our sector and there's plenty to chat about.Charting Man Dan of the Chart Guys joins us to discuss when it makes sense to buy vs sell.Today's jam packed episode covers rescheduling, recent hype, key companies making moves & much more+ New Top Picks for H2 2025Big thanks to Dan for another great discussionFollow Dan / The Chart GuysOn Twitter: ⁠⁠⁠⁠⁠https://twitter.com/ChartGuys⁠⁠⁠⁠⁠The Chart Guys on Youtube: ⁠⁠⁠⁠⁠https://www.youtube.com/channel/UCnqZ2hx679DqRi6khRUNw2g⁠⁠⁠⁠

It's been too long! We are back with an action packed discussion featuring crowd favourite Real Estate Randy (aka Retail Randy). We go deep on the current state of the cannabis market and how hemp continues to change the landscape while creating new opportunities.We also discuss where markets are going from here and what we find to be the best investing opportunities across all asset classes.Thanks to Randy for another great conversation!

After a WILD few weeks we have a jam packed episode with a detailed discussion of active trades, risk management and market predictions.In this episode we are joined by Scott Grossman of Turning Point Brands (TPB on the NYSE). Scott is fresh off his latest "Sunday Sesh" where he shares a variety of thoughts on the state of the cannabis industry.Scott joins us to discuss:- Bannana Republic: What's going on in today's markets?- What is Scott buying today?- What surprising asymmteric opportunties are interesting?- Portfolio Construction - Hemp vs Interstate vs MSOs- Where are we going?Thanks as always to Scott for a great conversationFollow Scott on Twitter @ ⁠⁠⁠https://twitter.com/srg444 Read Scott's Long Form Thoughts @https://scottrgrossman.substack.com/

We're back with the most anticipated episode of the year! In this year end financial review episode we are joined by our friend Nick Gastevich (aka CannaVestments) who is a long time private and public cannabis investor.In this Financial Review we cover - The biggest opportunity in Cannabis right now- Current market, hemp, portfolio sizing and which stocks we're currently buying- Cash flow, future growth & 280E benefits- Thoughts on MSOs valuations; financial metrics; balancing positives and negativesThanks to Nick for joining us and sharing his detailedanalysis as always!Connect with Nick:Twitter - ⁠⁠⁠https://twitter.com/CannaVestments⁠⁠⁠LinkedIn - ⁠⁠⁠https://www.linkedin.com/in/nicholas-gastevich-75841346/⁠⁠⁠Family Office Website - ⁠⁠⁠https://www.vginvests.com/ ⁠

Hirsh joins us to discuss where we see potential in Cannabis going forward vs what other opportunities exist in the market.We discuss PA, Ohio, MN and federal change. We also mention many tickers including a few new ones!Connect with Hirsh:LinkedIn - ⁠https://www.linkedin.com/in/hirsh-jain/⁠Twitter - ⁠https://twitter.com/anandastrategy⁠Hirsh's Website - ⁠https://anandastrategy.com/