Episode Details

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 platform, packed with research, tools, and commission-free 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

Links

Follow In the Money:

Visit the website: https://inthemoneypod.com/ 

Submit a question: questions@inthemoneypod.com 

Follow In the Money on Instagram:

Listen Now