Markets are volatile again but is this sell-off creating the next
generation of multi-bagger stocks? In this
episode of In the Money with Amber Kanwar, Optimist
Fund’s Jordan McNamee breaks down why he’s staying
aggressively bullish despite market panic driven by AI
disruption fears, geopolitical tension with
Iran, and rising interest rate
uncertainty.
Jordan explains why today’s market setup may be even more
attractive than 2022, highlighting how growth
stocks and mid-cap equities are being
mispriced despite improving fundamentals, rising
earnings, and stronger profitability. He shares how his
high-conviction investing strategy focuses on
exceptional businesses with long-term upside, ignoring
short-term volatility in favour of 5-year
compounding opportunities and why market fear is often the best
entry point for outsized returns.
The conversation dives deep into key stock picks and sectors,
including why he’s bullish on Carvana (CVNA) as
a potential multi-bagger, his growing conviction
in Uber (UBER) as a cash flow
machine, and opportunities in beaten-down names like
Wayfair (W), ThredUp (TDUP), Affirm (AFRM), Toast (TOST),
Zscaler (ZS), Latham Group (SWIM), and First
Advantage (FA). He also explains why he exited
monday.com (MNDY), what he looks for in
management teams, and how AI disruption is
creating both risk and massive opportunity across
software, fintech, and e-commerce.
From buy now pay later trends and consumer weakness to
housing market stagnation, interest
rates, and shifting macro conditions, Jordan breaks down
how he’s positioning his portfolio and why he’s actively rotating
capital into the most mispriced opportunities during this
sell-off. He also addresses short seller concerns around
Carvana, the impact of fuel prices on
Uber, and why hiring trends could drive upside
in overlooked sectors.
If you’re wondering how to invest during a market correction,
where the next 5x stocks could come from, and how to think like a
long-term investor in a short-term panic cycle, this episode is
packed with actionable insights, high-growth stock
ideas, and a clear framework for navigating volatility.
Timestamps
4:33 Jordan’s Investment Philosophy & 2025
Performance
9:03 Parallels to 2022 & Portfolio Management
Style
16:01 Buying Zscaler and selling Monday.com (ZS, MNDY)
23:02 2026 Buying Opportunity vs. 2022
24:08 Uber is a buy (UBER)
28:55 Latham Group (SWIM)
33:34 Affirm (AFRM)
34:40 Teledyne (TDY)
35:05 Pro Picks: Reviewing Carvana, HelloFresh and new ideas:
ThredUp, Wayfair, First Advantage (CVNA, HFG, TDUP, W, FA)
Sponsors
For over 25 years, Raymond James has been helping Canadians
achieve their financial goals. Visit https://raymondjames.ca
today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. For more
information on ATB Cormark Capital Markets visit
https://ATB.com/inthemoney
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DISCLAIMERS
The information provided in this podcast is for informational
purposes only and does not constitute financial, investment, or
professional advice.The views expressed by the host and guests
are their own and do not necessarily reflect the opinions of any
organization or company. The host and guests may maintain
positions in any securities discussed on the podcast. Always
consult with a qualified financial advisor or professional before
making any investment decisions.
In the Money delivers expert stock picks, actionable ideas, and
timely money management tips. Hosted by business journalist Amber
Kanwar, each episode features interviews with top portfolio
managers who suggest ways to achieve good returns. Covering
everything from ETFs and Canadian stocks to global investing
trends, dividend strategies, and risk management, this show is
made for DIY investors, stock market enthusiasts, and anyone
looking to sharpen their financial strategy.
Contact: questions@inthemoneypod.com
#IntheMoney #Investing #StockMarket #CanadianInvesting
#FinancialNews
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