The Complete Investment Checklist with John Rotonti

What this episode covers

On this episode of Chit Chat Stocks, we speak with recurring guest and Bastion Fiduciary Portfolio Manager John Rotonti on what a complete investment checklist looks like. We discuss: (00:00) Why have an investment checklist? (06:13) Questions to ask in the research process (19:02) Flexibility in Investment Analysis (23:30) Overriding the Checklist: Real-World Examples (28:46) Identifying Generational Investment Themes (29:44) The Industrial Revolution and AI's Role (36:36) Valuation in the Investment Process (47:49) Portfolio Management Strategies JRo's Notes: https://lastbastion.com/author/jro/ ***************************************************** JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: ⁠https://chitchatstocks.substack.com/⁠ ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: ⁠https://www.interactivebrokers.com/⁠ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠⁠https://fiscal.ai/chitchat⁠ ********************************************************************* Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts. Try it for free today: ⁠https://portseido.com/?fpr=ryan63⁠ ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

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How long is this episode of Chit Chat Stocks?

This episode is 1 hour and 1 minute long.

When was this Chit Chat Stocks episode published?

This episode was published on November 5, 2025.

What is this episode about?

On this episode of Chit Chat Stocks, we speak with recurring guest and Bastion Fiduciary Portfolio Manager John Rotonti on what a complete investment checklist looks like. We discuss: (00:00) Why have an investment checklist? (06:13) Questions to...

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