John Rotonti joined me for the first episode of 2025.

We discuss...

John's upcoming role as a Portfolio Manager
How he plans to fight the incentive structure that professional managers face
The Qualities of industrial assets
The current state of the market

Best Anchor Stocks: https://www.bestanchorstocks.com/

Islamorada: https://www.islainvest.com/

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#267: Listener Phone Calls