Best Bastion Fiduciary Podcasts (2025)

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Rebellious Allocations

Bastion Fiduciary

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1M ago4w ago

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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 ...

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1
Eric Markowitz on the importance of networking and field research in the AI age 59:03

1M ago59:03

59:03

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.

1
Todd Wenning on Old Dominion Freight Line (ODFL) 52:59

1M ago52:59

52:59

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.

1
Will Kerwin on KLA Corp (KLAC) 45:13

1M ago45:13

45:13

Will Kerwin, technology analyst at Morningstar, shares his thoughts on KLA Corp’s business model, competitive landscape, technology transition, chip manufacturing, KLA’s moat, management, corporate culture, and more.

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Todd Wenning on Ferguson (FERG) 45:40

1M ago45:40

45:40

Todd Wenning (Part 2), founder of KNA Capital, shares his thoughts on what is happening in the plumbing and heating industry, Ferguson’s business model, competitive landscape, moat, management, corporate culture, and more.