“The best of the bull market is still ahead of us.” That’s how
Nick Griffin, Founding Partner and CIO of
Munro Partners, sees it. The Australia-based
global growth investor joins In the Money with Amber Kanwar to
explain why the AI boom isn’t a bubble — it’s the start of a
once-in-a-generation expansion. Griffin says we’re only in year
three of a bull market that could last a decade, with trillions
of dollars still to be spent building the infrastructure for
artificial intelligence. From data centers and chipmakers to
clean energy and sports entertainment, he breaks down where the
biggest opportunities lie — and why staying optimistic could be
the smartest move in markets right now.
He also weighs in on the U.S.–China trade war,
why Taiwan Semiconductor (TSM) is both a risk
and an opportunity, and how global tensions could shape the race
to dominate AI.
In the Mailbag, Amber and Nick dive into
listener questions on some of the world’s biggest growth names —
including Shopify (SHOP) and its OpenAI
partnership, Salesforce (CRM) and its fight to
stay relevant, Intuitive Surgical (ISRG) as an
AI-in-healthcare leader, and why Mastercard (MA)
continues to beat every disruption story thrown its way. Griffin
also explains why Constellation Energy (CEG) has
become an unlikely growth stock, and what he admits he got wrong
about Palantir (PLTR).
In Pro Picks, Griffin shares his three
highest-conviction ideas: Nvidia (NVDA), still
his top holding even after its massive run; Contemporary
Amperex Technology (CATL), the battery giant powering
the clean-energy transition; and TKO Group
(TKO), the UFC–WWE parent company capitalizing on the
unstoppable rise of live sports.
Timestamps
00:00 Show intro
03:30 Why Nick thinks the best of the bull market is still in
front of us
05:20 Comparing the AI revolution to the first time you got an
iPhone
06:50 Is it valid to compare this time to the dotcom
bubble?
08:20 Nick is in the camp this is a boom, don’t be scared of the
boom
10:20 What about the circular nature of some of these AI
deals?
11:50 Why Nick listens to everything Nvidia’s Jensen Huang
says
15:50 How Nick handled the downturn in 2022
18:00 What about U.S.-China tensions and what that means for the
AI revolution
19:25 Why AI is just one-third of Nick’s global growth fund. Why
he’s focused on climate and sports too
22:25 ITM Mailbag: Shopify (SHOP) stock
25:25 Taiwan Semiconductor (TSMC) stock
28:30 Salesforce stock (CRM)
31:00 Nick’s thoughts on quantum
33:25 Intuitive Surgical stock (ISRG)
35:40 Visa & Mastercard stocks (V, MA)
38:30 Constellation Energy stock (CEG)
40: 50 Palantir stock (PLTR)
42:45 Nick Griffin’s Pro Picks (NVDA, CATL, TKO)
Sponsors
For 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.
This segment has been paid in part by CI Global Asset Management.
Find out more at:
https://www.cifinancial.com/ci-gam/ca/en/index.html
Pro Picks is brought to you by ATB Financial. Visit
https://ATB.com/inthemoney for more information
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