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
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