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.