Episode 4: John Rotonti on Long Term Winners and AI Infrastructure Playbook

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Shooting the Bull With Drowsy and Bear

Drowsy Investor

9 episodes

5 days ago

Two old guys talking stocks, investing strategy, and life. Same sleepy and trigger happy investors from Twitter.

Investing

Business

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Two old guys talking stocks, investing strategy, and life. Same sleepy and trigger happy investors from Twitter.

Investing

Business

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Episode 4: John Rotonti on Long Term Winners and AI Infrastructure Playbook

Shooting the Bull With Drowsy and Bear

1 hour 18 minutes 34 seconds

3 months ago

Episode 4: John Rotonti on Long Term Winners and AI Infrastructure Playbook

On this special August 2025 episode, Bear and Drowsy talk with John Rotonti of Bastion Fiduciary on his investing toolkit, how to invest in high valuation markets, and a deep dive on his thinking of the next generation of AI infrastructure. We discuss how to filter through the noise, differing approaches towards valuing companies, and much discussion on AI, energy, and the needs of the future.