Sign up to save your podcasts
Or
Share Why AI’s Growth Story Is Real — And Only Getting Started. We talk to Jonon Knight from Hyperion
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Why AI’s Growth Story Is Real — And Only Getting Started. We talk to Jonon Knight from Hyperion
In this episode of Pizz-Spectives, Rob Pizzichetta (Founder, Mont Wealth) sits down with Jolon Knight, Portfolio Manager at Hyperion Asset Management, to unpack one of the most important themes shaping markets today — artificial intelligence (AI) and the global growth opportunity.
Hyperion has built a reputation for finding the world’s elite businesses — the top 1% of companies able to sustain strong returns and earnings growth through cycles. In this conversation, Jolon explains:
✅ Why AI is not another dot-com bubble, but backed by real earnings and adoption.
✅ How Hyperion is positioning around Microsoft, Nvidia, ARM, Palantir, Tesla, Spotify and more.
✅ The investment case for AI across the entire value stack — from chipmakers to cloud to edge devices.
✅ Why portfolio earnings growth remains above 20% per annum, with optional upside from AI.
✅ Key risks investors should watch, and how Hyperion uses volatility to refresh the portfolio.
Whether you’re an investor curious about AI, or looking for insight into Hyperion’s long-term philosophy, this discussion provides a clear view into the future of growth investing.
📌 General advice disclaimer: The content in this episode is general in nature and does not take into account your personal circumstances. Please seek advice before acting on any investment decisions.
View all episodes
By Mont Wealth AdvisorsIn this episode of Pizz-Spectives, Rob Pizzichetta (Founder, Mont Wealth) sits down with Jolon Knight, Portfolio Manager at Hyperion Asset Management, to unpack one of the most important themes shaping markets today — artificial intelligence (AI) and the global growth opportunity.
Hyperion has built a reputation for finding the world’s elite businesses — the top 1% of companies able to sustain strong returns and earnings growth through cycles. In this conversation, Jolon explains:
✅ Why AI is not another dot-com bubble, but backed by real earnings and adoption.
✅ How Hyperion is positioning around Microsoft, Nvidia, ARM, Palantir, Tesla, Spotify and more.
✅ The investment case for AI across the entire value stack — from chipmakers to cloud to edge devices.
✅ Why portfolio earnings growth remains above 20% per annum, with optional upside from AI.
✅ Key risks investors should watch, and how Hyperion uses volatility to refresh the portfolio.
Whether you’re an investor curious about AI, or looking for insight into Hyperion’s long-term philosophy, this discussion provides a clear view into the future of growth investing.
📌 General advice disclaimer: The content in this episode is general in nature and does not take into account your personal circumstances. Please seek advice before acting on any investment decisions.