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Rainwater Equity Podcast
Claim This Podcastby Rainwater Equity
6 episodes
Updated Daily
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Podcast Overview
Podcast audio & video
Language
🇺🇲
Publishing Since
7/8/2025
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Recent Episodes
April 2, 2026
Investing in Durable Businesses | AI, War & Long-Term Winners
<p>In this conversation, Joseph Shaposhnik, Founder and Portfolio Manager of Rainwater Equity, sits down the hosts of Excess Returns to talk about investing through geopolitical shocks, AI disruption, and massive capital cycles.Joseph shares how disciplined investors can stay focused on durable businesses and long-term free cash flow—rather than reacting to short-term headlines. He also breaks down how his team evaluates opportunities across AI, defense, and broader markets, and where he sees the most compelling opportunities today.</p><p>This video originally was posted on the Excess Returns Spotify channel. Rainwater Equity has received permission to repost this content.Find Out More About Joseph Shaposhnik:LinkedIn: https://www.linkedin.com/in/joseph-shaposhnik-21424a5/Follow on X: https://x.com/JShaposhnikDisclosurePerformance quoted represents past performance and does not guarantee future results. Investment return and principal value will fluctuate so shares may be worth more or less when redeemed or sold. Current performance may be lower or higher than that quoted. Visit www.rainwateretf.com for the fund’s standardized performance and holdings details. Cash Flow refers to the net amount of cash and cash equivalents being transferred into and out of a business.The fund is distributed by Pine Distributors, LLC. Pine is not affiliated with Empowered Fund, LLC dba ETF Architect, which serves as the Adviser to the funds.</p>
February 23, 2026
Rainwater Equity ETF: The Power of Recurring Revenue Businesses
<p>Rainwater Equity ETF - Overview Cash Flow refers to the net amount of cash and cash equivalents being transferred into and out of a business. </p><p>Disclosure</p><p>Performance quoted represents past performance and does not guarantee future results. Investment return and principal value will fluctuate so shares may be worth more or less when redeemed or sold. Current performance may be lower or higher than that quoted. Visit www.rainwateretf.com for the fund’s standardized performance and holdings details. Cash Flow refers to the net amount of cash and cash equivalents being transferred into and out of a business.</p><p>The fund is distributed by Pine Distributors, LLC. Pine is not affiliated with Empowered Fund, LLC dba ETF Architect, which serves as the Adviser to the funds.</p><p></p>
February 23, 2026
Rainwater Equity ETF | AI, Portfolio Update, Constellation Software & Timeless Investing Lessons
<p>How can recurring-revenue businesses provide greater stability and long-term growth for investors? In this 2026 Shareholder Update, Joseph Shaposhnik, portfolio manager of the Rainwater Equity ETF (NYSE: RW), explains the fund’s investment process, reviews recent performance drivers, and discusses current portfolio positioning.The conversation also explores key themes including artificial intelligence (AI), Constellation Software, and investment lessons learned from working with Fidelity Contrafund manager Will Danoff. Designed for financial advisors and long-term investors, this update highlights how recurring-revenue business models can support more consistent growth and fewer surprises over a full market cycle.</p><p>Find Out More About Joseph Shaposhnik:</p><p>LinkedIn: </p><p>https://www.linkedin.com/in/joseph-shaposhnik-21424a5/</p><p>Follow on X: </p><p>https://x.com/JShaposhnik</p><p>Disclosure</p><p>Performance quoted represents past performance and does not guarantee future results. Investment return and principal value will fluctuate so shares may be worth more or less when redeemed or sold. Current performance may be lower or higher than that quoted. Visit www.rainwateretf.com for the fund’s standardized performance and holdings details. Cash Flow refers to the net amount of cash and cash equivalents being transferred into and out of a business.</p><p>The fund is distributed by Pine Distributors, LLC. Pine is not affiliated with Empowered Fund, LLC dba ETF Architect, which serves as the Adviser to the funds.</p>
6 total episodes available
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- What is Rainwater Equity Podcast?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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