Episode
AI is Killing Buy and Hold Investing
- Published
- May 12, 2026
- Duration seconds
- 4241
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- https://share.transistor.fm/s/31fc0c55
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Summary
AI is forcing investors to rethink one of the most time-tested strategies in the market—and it could have major implications for how you build your portfolio. On this episode of In the Money with Amber Kanwar , Dan Rohinton, Portfolio Manager at iA Global Asset Management, makes the case that the traditional buy-and-hold approach is no longer as reliable in a world where artificial intelligence is accelerating disruption across nearly every industry. Rohinton explains why the AI supercycle is simultaneously creating massive opportunity while eroding the durability of long-standing business models—from software and consulting to telecom and consumer staples. He argues that “there are no sacred cows anymore,” with faster innovation cycles forcing investors to be more dynamic and shorten their time horizons. At the same time, he remains broadly bullish on the economic upside of AI, calling it one of the most profound technological shifts since the internet, with the potential to unlock productivity and reshape global growth. In the Mailbag, Rohinton tackles some of the most debated stocks in the market today, including Constellation Software (CSU.TO), WSP Global (WSP.TO), Blackstone (BX), Apple (AAPL), LVMH (MC.PA), and General Mills (GIS). He explains why many of these companies can still work tactically in the short term, even as AI introduces long-term risks to their business models—helping explain why some stocks are falling despite strong earnings. In Pro Picks, Rohinton first revisits his past ideas from his last appearance—Alphabet (GOOGL), Amazon (AMZN), and Microsoft (MSFT)—and explains why his conviction has evolved as the AI landscape shifts. While he’s still constructive, he’s more measured on Alphabet, remains bullish on Amazon as a core AI infrastructure pla…