Bastion Fiduciary · Investment

Rebellious Allocations

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.

Episodes

Macro with Dr. Ed Yardeni

02 Sep 2026

1h 4m

Nicolas Owens on GE Aerospace (GE)

23 Jun 2026

1h 2m

Cale Smith on Energy Investing, How AI runs on Nat Gas, and Why Nat Gas is America’s Moat

20 Jun 2026

1h 23m

AI processed

The closure of the Strait of Hormuz has triggered the largest energy supply shock in history, removing 13 million barrels of oil and 20% of global LNG capacity from the market. This crisis highlights the strategic importance of U.S. natural gas, which functions as an economic moat due to its scale and low production co...

Nicholas Lieb on Cintas (CTAS)

04 May 2026

1h 4m

AI processed

Cintas maintains a dominant position in the uniform rental and facility services industry, leveraging massive route density and a "low-cost, mission-critical" value proposition to drive consistent growth. With 95% customer retention, the business model generates highly predictable, recurring revenue that remains resili...