About this episode

Jordan McNamee discusses maintaining a bullish outlook in a volatile market and identifies potential multi-bagger stocks.

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…

People in this episode

Host: Amber Kanwar

Guest: Jordan McNamee

Topics covered

• market volatility
• multi-bagger stocks
• investment strategy
• AI disruption
• geopolitical tension
• growth stocks
• mid-cap equities

Keywords

• market sell-off
• investment opportunities
• high-conviction investing
• stock picks
• AI disruption
• geopolitical risks
• consumer trends

Mentioned in this episode

Organizations: Optimist Fund

Products: Carvana, Uber, Wayfair, ThredUp, Affirm, Toast, Zscaler, Latham Group, First Advantage, monday.com

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