In this conversation, Joseph Shaposhnik, Founder and Portfolio Manager of Rainwater Equity, sits down the hosts of Excess Returns to talk about investing through geopolitical shocks, AI disruption, and massive capital cycles.Joseph shares how disciplined investors can stay focused on durable businesses and long-term free cash flow—rather than reacting to short-term headlines. He also breaks down how his team evaluates opportunities across AI, defense, and broader markets, and where he sees the most compelling opportunities today.

This video originally was posted on the Excess Returns Spotify channel. Rainwater Equity has received permission to repost this content.Find Out More About Joseph Shaposhnik:LinkedIn: https://www.linkedin.com/in/joseph-shaposhnik-21424a5/Follow on X: https://x.com/JShaposhnikDisclosurePerformance quoted represents past performance and does not guarantee future results. Investment return and principal value will fluctuate so shares may be worth more or less when redeemed or sold. Current performance may be lower or higher than that quoted. Visit www.rainwateretf.com for the fund’s standardized performance and holdings details. Cash Flow refers to the net amount of cash and cash equivalents being transferred into and out of a business.The fund is distributed by Pine Distributors, LLC. Pine is not affiliated with Empowered Fund, LLC dba ETF Architect, which serves as the Adviser to the funds.

Id. d’épisode : 1000758886069

GUID : 26d941c8-e8f0-4b6f-a6e9-e160e956dd46

Date de publication : 2/4/2026 à 18:28:46