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.
Rebellious Allocations
Claim This Podcastby Bastion Fiduciary
5.0(6 reviews)
14 episodes
Updated Daily
Accepts GuestsHas Sponsors
Podcast Overview
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.
Language
🇺🇲
Publishing Since
10/13/2025
1 verified contact email on file for Rebellious Allocations
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Recent Episodes
June 23, 2026
Nicolas Owens on GE Aerospace (GE)
<p>Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Nicolas Owens discuss GE’s corporate history, its large and growing installed base and recurring revenue business model, competitive position in the commercial aircraft (and defense) engine market, its competitive advantages operating in a global oligopoly, management team, growth opportunities, balance sheet, margins, and returns on invested capital, risks, and more.</p>
June 20, 2026
Cale Smith on Energy Investing, How AI runs on Nat Gas, and Why Nat Gas is America’s Moat
<p>Bastion Fiduciary founder and CEO Cale Smith discusses the Strait of Hormuz, the price of oil, why natural gas is America’s moat, how the AI infrastructure buildout runs on nat gas and additional demand for nat gas driven by reindustrialization, electrification, and LNG exports. Cale also discusses how he analyzes energy businesses, his focus on long-term free cash flow per share growth, how he values energy stocks, and more.This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. We make no representation or warranty as to the accuracy or completeness of the information contained herein including third-party data sources. The views expressed are as of the publication date and subject to change at any me. There is no guarantee that any projection, forecast or opinion will be realized. No part of this material may be reproduced in any form, or referred to in any other publication without express written permission. References to other funds should not to be interpreted as an offer or recommendation of these securities. Past performance does not guarantee future results. Investments include risk including possible loss of principal and are not suitable for all investors. There is no guarantee that investment objectives will be achieved or that return expectations will be met. Learn more about the Bastion Energy ETF (BESF), view standardized performance, expenses, holdings and read about the risks of investing at Bastionetf.com</p>
May 4, 2026
Nicholas Lieb on Cintas (CTAS)
<p>Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Nicholas Lieb discuss Cinta’s corporate history, business model, competitive position in the uniform rental and related markets, its competitive advantages, management team, growth opportunities and acquisition engine, pricing power, recurring revenue, margins and returns on invested capital, risks, and more.</p>
14 total episodes available
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Frequently asked questions
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- What is Rebellious Allocations?
- How often does this podcast release new episodes?
This podcast updates daily.
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This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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Yes, this podcast regularly features guests.
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