Browsing: Podcast

IPO mania continues this week with SpaceX. In addition to the latest news on Elon Musk’s big move, this week’s episode of The AI Investor Podcast also includes an up-to-date report on Nvidia and an interview with portfolio manager John Rotoni. John discusses his process of selecting stocks, chats about a bold prediction made by Trane Technologies and shares why he is so excited about what might be next for SpaceX.https://youtu.be/zyxxIxyuJZ8?si=fWmakXx4WfsbsVj_Listen To This Episode On Spotify, Apple, or YouTube Spotify Apple Youtube Disclaimer: This video is intended for informational purposes only and does not constitute tax, financial, or legal advice. Investing…

Todd sits down with John Rotonti, portfolio manager at Bastion, for a wide-ranging conversation on what separates great investors from good ones, why there’s no single “right way” to invest, and how to get comfortable paying a premium multiple for exceptional businesses. John shares key takeaways from his J-Ro Show, where he interviewed some of the top names in professional investment management, and breaks down the four growth engines he looks for in a portfolio company. The conversation covers position sizing, the Mittelstand concept, corporate culture as an undervalued moat, and why Amphenol’s seat at the table with NVIDIA may…

An AI-generated summary of the Rebellious Allocations podcast featuring Nick Lieb, equity analyst at Morningstar, on the Rebellious Allocations podcast. The episode aired May 4, 2026.  Click here for the full transcript. If you’ve ever noticed the uniformed workers at your local restaurant, hotel, or construction site and wondered who keeps them looking sharp, there’s a good chance the answer is Cintas (CTAS). With a market cap of around $70 billion and nearly $11 billion in annual revenue, Cintas is the dominant force in an industry most investors have never thought twice about — and that’s exactly what makes it…

On this April 2026 episode, Bear and Drowsy check back in on the AI build out with John Rotonti of Bastion Fiduciary. John talks pix and shovels of the AI build out and answers questions on if “we are too late, valuation wise” on the AI trade. We discuss how we are still maybe not even on the field yet to use a baseball analogy of what AI, and investing in AI, may become. And as always, Bear and Drowsy share portfolio updates in their ever long investing battle. Listen To This Episode On Spotify or Apple Click  the icons…

An AI-generated summary of the Rebellious Allocations podcast featuring Will Kerwin, Senior Equity Analyst at Morningstar. Clear here for the full transcript.  In a world obsessed with chip designers and AI accelerators, Teradyne (TER) occupies a quieter but essential corner of the semiconductor ecosystem — one that rarely makes headlines but underpins nearly every chip that ships. In a recent episode of Rebellious Allocations, host John Rotonti of Bastion Fiduciary sat down with Morningstar’s Will Kerwin to do a thorough business deep dive. Here’s what you need to know. What Does Teradyne Actually Do? Teradyne’s primary business — roughly 80%…

Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Krzysztof Smalec discuss Linde’s corporate history, business model, competitive position in the global industrial gas market, its competitive advantages, management team, backlog (2/3 of which is renewable/decarbonization projects), growth opportunities, long-term take-or-pay contracts, pricing power, margins and returns on invested capital, risks, and more.Watch here or on YouTube​:https://youtu.be/3EvM5IA8lRM?si=EDJGM5XSq9DDTtHh Listen To This Episode on Spotify, Apple or YouTube Click the icons below to listen to this podcast: Spotify Apple Youtube Disclaimer: This video is intended for informational purposes only and does not constitute tax, financial, or legal advice. Investing carries risks, including potential…

Today we’re tackling oil, Iran, and what’s going on in the commodity space. I’ll start by saying your guess is as good as mine as to what happens next, but as a financial planner, my job is to look at the trends and figure out what potential shifts could be coming for the economy and the markets. The Oil Spike: Could This Be the Pin that Pops the Bubble? Oil prices have seen a big jump, starting the year around $53 a barrel and now pushing close to $100. That’s a significant move in just three months, and the big…

John Heins, Director of the C.T. and Kelley Fitzpatrick Center for Value Investing at the University of Alabama and owner and publisher of Value Investor Insight, discusses teaching value investing, designing a value investing curriculum, hosting an annual value investing conference, and publishing a highly-recognized investing newsletter for the last 20 years.Watch here or on YouTube​:https://youtu.be/lQH_3Bn_Osk?si=ixsA3Fz4jdAYFrWj Listen To This Episode on Spotify, Apple or YouTube Click the icons below to listen to this podcast: Spotify Apple Youtube Disclaimer: This video is intended for informational purposes only and does not constitute tax, financial, or legal advice. Investing carries risks, including potential loss…

In this video, Kirk discusses Roth conversions. https://vimeo.com/1171388255/11ff874834?fl=ip&fe=ec Disclaimers: The hypothetical scenarios presented are for illustrative purposes only and do not reflect the actual circumstances, objectives, or results of any specific client. They are not intended to predict or guarantee future outcomes, and should not be relied upon as individualized advice. Any hypothetical scenarios or illustrations involving current or potential future tax legislation are provided for informational and educational purposes only. These examples are not intended to be, and should not be construed as, legal interpretive guidance or authoritative analysis of any legislative statutes or regulatory provisions. Actual results may vary based…

Bastion Fiduciary portfolio manager John Rotonti and Morningstar senior analyst Brett Castelli discuss GE Vernova’s corporate history, business model, competitive position in the power and electrification end markets, its competitive advantages, management team, growth opportunities, pricing power, margins and returns on capital, risks, and more.Watch here or on YouTube​:https://youtu.be/05qg1WdvmTs?si=OMzoFSyIJvFhiCNy Listen To This Episode on Spotify, Apple or YouTube Click the icons below to listen to this podcast: Spotify Apple Youtube Disclaimer: This video is intended for informational purposes only and does not constitute tax, financial, or legal advice. Investing carries risks, including potential loss of principal. Consult a qualified professional for…