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

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