John Rotonti - Rethinking Value

John Rotonti joins us for this week's episode where we cover current valuations as well as interesting innovations in the market. The group discusses semi-conductors and potential moats in the industry. Listen in after the interview for news from the week, Archegos blow-up, and even Spotify's most recent acquisition. Let's go! Follow John Rotonti on Twitter: https://twitter.com/JRogrow?s=20 Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney Follow us on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Email us: [email protected] Timestamps Interview 1st Half | (4:05) Interview 2nd Half | (36:40) Archegos blow up, Spotify acquisition & more | (1:09:27) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show. Learn more about your ad choices. Visit megaphone.fm/adchoices