Rebellious Allocations

By Bastion Fiduciary

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Category: Investing

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Episodes: 12

Description

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.

Episode Date
Nicholas Lieb on Cintas (CTAS)
May 04, 2026
Will Kerwin on Teradyne (TER)
Apr 17, 2026
Krzysztof Smalec on Linde (LIN)
Mar 26, 2026
John Heins on teaching value investing and publishing a famous value investing newsletter for twenty years
Mar 02, 2026
Brett Castelli on GE Vernova (GEV)
Feb 23, 2026
Nicholas Lieb on Eaton (ETN)
Jan 15, 2026
Nicholas Lieb on Vertiv (VRT)
Dec 10, 2025
Will Kerwin on Arista Networks (ANET)
Nov 24, 2025
Eric Markowitz on the importance of networking and field research in the AI age
Oct 13, 2025
Todd Wenning on Old Dominion Freight Line (ODFL)
Oct 13, 2025
Will Kerwin on KLA Corp (KLAC)
Oct 13, 2025
Todd Wenning on Ferguson (FERG)
Oct 13, 2025