
Rebellious Allocations
Macro with Dr. Ed Yardeni
Dr. Ed Yardeni shares his thoughts on The Roaring 2020s, the resilience of the U.S. economy, the G-shaped economy, why productivity is fairy dust for the U.S. economy, interest rates, and more.

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business
Hosted by Bastion Fiduciary · business · EN · 15 episodes
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.
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Signup to Generate a PitchRebellious Allocations is a business podcast hosted by Bastion Fiduciary, with 15 episodes on record and a Required Pod Score of 80.
Bastion Fiduciary hosts Rebellious Allocations, a business show with 15 episodes published.
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Rebellious Allocations
Dr. Ed Yardeni shares his thoughts on The Roaring 2020s, the resilience of the U.S. economy, the G-shaped economy, why productivity is fairy dust for the U.S. economy, interest rates, and more.

Rebellious Allocations
Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Nicolas Owens discuss GE’s corporate history, its large and growing installed base and recurring revenue business model, competitive position in the commercial aircraft (and defense) engine market, its competitive advantages operating in a global oligopoly, management team, growth opportunities, balance sheet, margins, and returns on invested capital, risks, and more.

Episode #12
<p>Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Nicholas Lieb discuss Cinta’s corporate history, business model, competitive position in the uniform rental and related markets, its competitive advantages, management team, growth opportunities and acquisition engine, pricing power, recurring revenue, margins and returns on invested capital, risks, and more.</p>

Rebellious Allocations
<p>Bastion Fiduciary portfolio manager John Rotonti and Morningstar senior analyst Will Kerwin discuss Teradyne's corporate history, business model, competitive position in the semiconductor test and robitcs markets, its competitive advantages, management team, growth opportunities, pricing power, margins and returns on invested capital, risks, and more.</p>

Rebellious Allocations
<p>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.</p>
Recent guests on Rebellious Allocations. Study who booked and why before you pitch.
Senior Analyst; Head of Investor Training and Development, Islamorada Investment Management
Managing Partner & Director of Research at Nightview Capital, Nightview Capital
Founder and Editor of Flyover Stocks Newsletter, Flyover Stocks
Morningstar
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