Portfolio Manager John Rotonti on Investing in AI, Heist Movies, and Money Struggles
Growing up in New Orleans, John Rotonti thought his family was wealthy. After all, he and his sisters went to an expensive private school and their family frequently vacationed in Europe and Hawaii. Soon after he started attending the University of Richmond, the façade of his family’s wealth started to crumble. Currently a portfolio manager at Bastion Fiduciary and author of the investing newsletter “JRo’s Notes”, John shares:- How he started to figure out his family had money problems- The unique challenge of starting an MBA program in 2009- His favorite heist movies- The question about AI that investors should be askingOpening clip – “Succession”Spice up your Thanksgiving with recipes from Dizzy Pig! Go to DizzyPigBBQ.com to get holiday recipes and 10% off when you use the promo code “money”. Send your questions and comments to
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