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On the Couch with Nick Griffin (Munro Partners): Talking AI, Tech and Trump

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Manage episode 481235240 series 2991631
Content provided by Marcus Today. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marcus Today or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.
In this episode, Henry Jennings is joined by Nick Griffin, founding Partner and Chief Investment Officer at Munro Partners. Nick has been a guest on the podcast before, and it's great to have him back.
As CIO, Nick is responsible for managing Munro's key investment funds and leading the firm's proprietary investment process. He has over two decades of experience managing global long/short equity mandates.
Talking Points:

  • Last time Henry and Nick caught up was at the SOHN conference in Adelaide - and a lot has changed since then
  • Thoughts on the current market environment
  • Early takeaways from Trump 2.0
  • How Nick manages investments in a volatile market
  • Munro's strategy and how it's playing out
  • Why Nick is a big believer in the AI revolution and how Munro is positioned
  • Stock ideas and standout opportunities
  • Market outlook for the US and global equities
  • Performance of Munro's funds
  • Discussion on Munro's ASX-listed funds, including MAET
  • Are they ETFs or something else?
  • How an active fund manager navigates the rise of ETFs
  • Risks to be cautious of going forward
  • Key indicators to watch in the tech space
  • Words of wisdom for retail investors

Views held are current at the time of recording and are subject to change.


Disclaimer:
This is general advice only. Please consult your financial adviser before making any investment decisions.
If you’re looking for personal financial advice, our friends at
Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.
Want to
invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.
Why not
sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

  continue reading

135 episodes

Artwork
iconShare
 
Manage episode 481235240 series 2991631
Content provided by Marcus Today. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marcus Today or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.
In this episode, Henry Jennings is joined by Nick Griffin, founding Partner and Chief Investment Officer at Munro Partners. Nick has been a guest on the podcast before, and it's great to have him back.
As CIO, Nick is responsible for managing Munro's key investment funds and leading the firm's proprietary investment process. He has over two decades of experience managing global long/short equity mandates.
Talking Points:

  • Last time Henry and Nick caught up was at the SOHN conference in Adelaide - and a lot has changed since then
  • Thoughts on the current market environment
  • Early takeaways from Trump 2.0
  • How Nick manages investments in a volatile market
  • Munro's strategy and how it's playing out
  • Why Nick is a big believer in the AI revolution and how Munro is positioned
  • Stock ideas and standout opportunities
  • Market outlook for the US and global equities
  • Performance of Munro's funds
  • Discussion on Munro's ASX-listed funds, including MAET
  • Are they ETFs or something else?
  • How an active fund manager navigates the rise of ETFs
  • Risks to be cautious of going forward
  • Key indicators to watch in the tech space
  • Words of wisdom for retail investors

Views held are current at the time of recording and are subject to change.


Disclaimer:
This is general advice only. Please consult your financial adviser before making any investment decisions.
If you’re looking for personal financial advice, our friends at
Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.
Want to
invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.
Why not
sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

  continue reading

135 episodes

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