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179. The AI Bubble & the State of the Market with John Rotonti

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Manage episode 519045811 series 3380772
Content provided by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro 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.

Jason and Jeff are joined by John Rotonti for a conversation on the current state of the market and the AI bubble. John explains his "iron fist" investing philosophy and why the worst thing you can do is let go of a true compounding machine too early.

01:38 John's Career Update

04:21 Investment Philosophy and Challenges

11:55 Market Insights and AI Discussion

16:57 Infrastructure and Technological Shifts

28:59 Tariffs and Economic Impact

30:36 Legacy Companies in AI Infrastructure

32:15 Cyclical Nature of Markets and Inflation

33:29 Interest Rates and Economic Policies

36:07 Pricing Power and Consumer Behavior

43:56 AI Adoption and Market Potential

48:36 Investment Strategies and Market History

54:54 Conclusion and Final Thoughts

Companies mentioned: APH, BIP, BN, CMG, INTC, NVDA

*****************************************

Join our Patreon

Subscribe to our portfolio on Savvy Trader

*****************************************

Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content:

******************************************

To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted

******************************************

Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube

******************************************

The Smattering Six

2025 Portfolio Contest

2024 Portfolio Contest

2023 Portfolio Contest

  continue reading

230 episodes

Artwork
iconShare
 
Manage episode 519045811 series 3380772
Content provided by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro 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.

Jason and Jeff are joined by John Rotonti for a conversation on the current state of the market and the AI bubble. John explains his "iron fist" investing philosophy and why the worst thing you can do is let go of a true compounding machine too early.

01:38 John's Career Update

04:21 Investment Philosophy and Challenges

11:55 Market Insights and AI Discussion

16:57 Infrastructure and Technological Shifts

28:59 Tariffs and Economic Impact

30:36 Legacy Companies in AI Infrastructure

32:15 Cyclical Nature of Markets and Inflation

33:29 Interest Rates and Economic Policies

36:07 Pricing Power and Consumer Behavior

43:56 AI Adoption and Market Potential

48:36 Investment Strategies and Market History

54:54 Conclusion and Final Thoughts

Companies mentioned: APH, BIP, BN, CMG, INTC, NVDA

*****************************************

Join our Patreon

Subscribe to our portfolio on Savvy Trader

*****************************************

Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content:

******************************************

To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted

******************************************

Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube

******************************************

The Smattering Six

2025 Portfolio Contest

2024 Portfolio Contest

2023 Portfolio Contest

  continue reading

230 episodes

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