Investing Unscripted12 Nov 2025

179. The AI Bubble & the State of the Market with John Rotonti

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 ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: ****************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted ****************************************** Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ****************************************** The Smattering Six 2025 Portfolio Contest 2024 Portfolio Contest 2023 Portfolio Contest Learn more about your ad choices. Visit megaphone.fm/adchoices

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