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Rebellious Allocations

Bastion Fiduciary

Business Investing

Latest episode

7 episodes

Nicholas Lieb on Eaton (ETN)
15/1/2026 | 1h 8 mins.
Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Nick Lieb discuss Eaton's corporate history, business model, competitive position in the electrical and aerospace end markets, its competitive advantages, management team, growth opportunities, pricing power, margins and returns on capital, risks, and more.
Nicholas Lieb on Vertiv (VRT)
10/12/2025 | 46 mins.
Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Nick Lieb discuss Vertiv’s corporate history, business model, position in the AI infrastructure ecosystem, competitive advantages, management team, growth opportunities, pricing power, margins and returns on capital, risks, and more.
Will Kerwin on Arista Networks (ANET)
24/11/2025 | 56 mins.
Morningstar tech analyst Will Kerwin joins Rebellious Allocations to discuss networking's role (including as a bottleneck) in the AI infrastructure buildout, Arista's networking hardware and software portfolio, the competitive landscape, growth opportunities, and Arista's "wide" moat and "exemplary" management.
Eric Markowitz on the importance of networking and field research in the AI age
13/10/2025 | 59 mins.
Eric Markowitz, Director of Research at Nightview Capital discusses his investing philosophy, the importance of identifying industry change in the quest for value, AI as the new electricity, slowing down the research process, getting comfortable with short-term underperformance, and more.
Todd Wenning on Old Dominion Freight Line (ODFL)
13/10/2025 | 52 mins.
Todd Wenning (Part 1), founder of KNA Capital, shares his thoughts on trucking and freight industry inflection points, Old Dominion’s business model, competitive landscape, moat trends, management, corporate culture, and more.

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About Rebellious Allocations

Great investments often start out as underdogs. On Rebellious Allocations, we talk to the experts trying to find them - the contrarian and disciplined capital allocators doing deep, fundamental research in a time when speculation seems more popular than ever. Hosted by the team at Bastion Fiduciary, the podcast will feature in-depth conversations with portfolio managers, specialists and company executives across a broad range of industries. Episodes will highlight the frameworks, risks, and opportunities that define long-term value creation and bring a grounded perspective to today’s market.

Podcast website

Business Investing