Flyover Stocks (www.flyoverstocks.com) is an investing newsletter focused on identifying overlooked companies with economic moats led by thoughtful stewards of shareholder capital. On this podcast, host and publisher Todd Wenning, CFA shares audio versions of written Flyover Stocks posts and the occasional audio-only episode. Register today at www.flyoverstocks.com to learn more about Flyover Stocks and get all the latest Flyover Stocks posts in your email. None of the content should be considered investment advice. Please do your own due diligence.
Flyover Stocks
Claim This Podcastby Todd Wenning
4.7(12 reviews)
28 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
Podcast Overview
Flyover Stocks (www.flyoverstocks.com) is an investing newsletter focused on identifying overlooked companies with economic moats led by thoughtful stewards of shareholder capital. On this podcast, host and publisher Todd Wenning, CFA shares audio versions of written Flyover Stocks posts and the occasional audio-only episode. Register today at www.flyoverstocks.com to learn more about Flyover Stocks and get all the latest Flyover Stocks posts in your email. None of the content should be considered investment advice. Please do your own due diligence.
Language
🇺🇲
Publishing Since
12/8/2023
1 verified contact email on file for Flyover Stocks
Pitch yourself as a guest, propose sponsorships, or reach out directly to the host.
Recent Episodes
June 5, 2026
Lawrence Hamtil: The Farmer Mentality, Software's Cycle, and Investing with Irreplaceable Capital
<p>Todd sits down with Lawrence Hamtil, principal at Fortune Financial Advisors in Kansas, for a wide-ranging conversation on what it means to manage other people's money responsibly in a market fixated on AI and mega-cap momentum. Lawrence shares why a sector-neutral, roughly equal-weighted approach has served his clients well across cycles, how he thinks about position sizing as a fiduciary, and why he'd rather apologize for underperforming in a bull market than blow up a client's irreplaceable capital.</p><p>The conversation also digs into the AI spending cycle and its parallels to the China commodity super-cycle of the 2000s, the bear and bull cases for software stocks after their massive multiple compression, and why the economics of AI monetization remain genuinely uncertain. Plus: what Midwestern roots actually mean for investment temperament, the fictional writers who shaped Lawrence's worldview, and why you won't be vibe coding the avionics on a Boeing 777 anytime soon.</p><p>Topics covered: minimum volatility investing, equal-weighted portfolios, fiduciary risk management, AI capex cycle, software valuations, sector-neutral portfolio construction, Midwest investing culture, and more.</p><p>Lawrence can be found on X at @lhamtil and at fortunefinancialadvisors.com. He also co-hosts the <a href="https://open.spotify.com/show/0eAZkSKXiEhqT7o2nNplrO?si=f843f6abf77a462e" target="_blank" rel="noopener noreferer">Preferred Shares podcast</a>.</p>
May 18, 2026
"Find Your Way and Be Great at It" — John Rotonti on Quality, Culture, and the Art of Conviction Investing
<p>Todd sits down with John Rotonti, portfolio manager at Bastion, for a wide-ranging conversation on what separates great investors from good ones, why there's no single "right way" to invest, and how to get comfortable paying a premium multiple for exceptional businesses. John shares key takeaways from his J-Ro Show, where he interviewed some of the top names in professional investment management, and breaks down the four growth engines he looks for in a portfolio company. The conversation covers position sizing, the Mittelstand concept, corporate culture as an undervalued moat, and why Amphenol's seat at the table with NVIDIA may be one of the most compelling stories in the market today.</p><p>Topics covered: concentrated portfolios, justified P/E ratios, family-run businesses, acquisition machines, AI infrastructure, quality vs. valuation, and more.</p><p>For more information, including important disclaimers, please <a href="https://www.flyoverstocks.com" target="_blank" rel="ugc noopener noreferrer">visit the Flyover Stocks blog</a>.</p><p>Flyover Stocks is an educational podcast hosted by Todd Wenning.</p><p>Todd is the founder of KNA Capital, an investment adviser registered in the state of Ohio.</p><p>The views expressed on this podcast — including those of any guests — are for informational purposes only and do not necessarily reflect the views of KNA Capital or its clients.Nothing discussed should be considered investment advice or a recommendation for any particular security.</p><p>All investments involve risk, including possible loss of principal.For more information, please see KNA Capital’s Form ADV at <a href="https://www.kna-capital.com" target="_blank" rel="ugc noopener noreferrer">www.kna-capital.com</a>.</p>
April 23, 2026
Morgan Housel on Money in Your 40s and Beyond
<p>Acclaimed writer Morgan Housel, the author of the international best sellers, The Psychology of Money, Same as Ever, and The Art of Spending and partner at The Collaborative Fund joined Flyover Stocks publisher Todd Wenning to discuss major money matters in our 40s. </p><p>Included in this conversation:</p><ul><li>Morgan Housel's career journey and writing style</li><li>The role of authentic storytelling in finance</li><li>Impact of AI on human connection and storytelling</li><li>Housing policy and its effect on affordability</li><li>Parenting, education, and societal expectations in the 40s</li></ul><p>For more information, including important disclaimers, please <a href="https://www.flyoverstocks.com">visit the blog</a>.</p><p>Flyover Stocks is an educational podcast hosted by Todd Wenning.</p><p>Todd is the founder of KNA Capital, an investment adviser registered in the state of Ohio.</p><p>The views expressed on this podcast — including those of any guests — are for informational purposes only and do not necessarily reflect the views of KNA Capital or its clients.Nothing discussed should be considered investment advice or a recommendation for any particular security.</p><p>All investments involve risk, including possible loss of principal.For more information, please see KNA Capital’s Form ADV at <a href="https://www.kna-capital.com">www.kna-capital.com</a>.</p>
28 total episodes available
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Frequently asked questions
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- What is Flyover Stocks?
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This podcast updates weekly.
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