The market is in panic mode, are there opportunities to profit?
In this episode of In The Money with Amber Kanwar, we dive into
how the Optimist Fund is proving that bold, high-conviction
investing can lead to massive returns—by taking advantage of
volatile times. Jordan McNamee, founder of the fund, shares why
betting on visionary CEOs and misunderstood stocks is his formula
for success.
From Carvana’s explosive comeback to his top three stock picks
that could double, triple, or even 4X, Jordan reveals the
opportunities hiding in plain sight—and why most investors are
missing them. He also breaks down how he turned a 50% loss into a
huge win, why fear doesn't dictate his strategy, and what he’s
seeing in the market right now.
If you’re looking for contrarian insights, high-growth investing
strategies, and a fresh take on navigating uncertainty, this
episode is for you.
Subscribe for more expert insights and investing strategies!
#StockMarket #Investing #GrowthStocks
#HighConvictionInvesting #Carvana #Finance
Timestamps
For detailed show notes, navigate using the timestamps below:
00:00: Show intro
02:00: Philosophy behind Optimist Fund
04:07: Jordan explains why macro doesn’t drive his investment
decisions
05:08: Jordan goes through his returns and how he had to claw
back from a big drop in 2022
07:32: Why Jordan makes concentrated bets
09:40: The importance of the CEO when it comes to buying a stock
11:20: Jordan explains who is backing his fund
12:50: Jordan explains why he doesn’t see another “2022” style
pullback in tech
13:35: Mailbag questions
13:40: Why Uber can be a $1 trillion company
18:07: Jordan gives his thoughts on DoorDash
19:27: Jordan talks about why Revolve can quadruple
24:05: Jordan says he still likes Wayfair
27:50: Monday.com has big market share opportunity
30:55: Jordan is steering clear of Airbnb…for now
33:00: ProPicks
48:56: Thank you and goodbye
Sponsors
This episode is sponsored by BMO InvestorLine. Investing can be
intimidating, but it doesn’t have to be. With BMO InvestorLine,
you have the tools and resources you need to make informed
decisions and build a successful portfolio. Their easy-to-use
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trading on over 100 popular ETFs, can help you take control of
your financial future. Learn more at
https://bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16
For over 25 years, Raymond James has been helping Canadians
achieve their financial goals. They are Canada's largest
independent financial services firm with over 520 dedicated
advisors, $88 billion in assets under management, and capital
markets services. With no proprietary product to push, their
advisors are free to focus on the unique needs of their clients.
Whether you are saving for your children’s education, preparing
for retirement, or safeguarding wealth for future generations,
Raymond James is committed to guiding you every step of the way.
Visit raymondjames.ca today to discover how you can live a life
well planned.
Pro Picks is brought to you by ATB Financial. With $62 billion in
assets, ATB Financial is powering possibilities for more than
820,000 financial services clients in Alberta and beyond. ATB's
Capital Markets arm is a full-service investment dealer that
offers investment and corporate banking, sales and trading,
institutional research, and risk management. Visit
ATB.com/inthemoney for more information
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DISCLAIMERS
The information provided in this podcast is for informational
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are their own and do not necessarily reflect the opinions of any
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positions in any securities discussed on the podcast. Always
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