Joseph Shapochnik
Portfolio manager focused on compounding businesses and sector theses, discussing themes like AI disruption, defense supercycles, and company-level preparedness for headlines.
Best podcasts with Joseph Shapochnik
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Mar 15, 2026 • 1h 5min
14% for Tech. 1% for Everyone Else | The Weekly Wrap – 3/14/2026
Joseph Shapochnik, portfolio manager focused on compounding businesses, discusses AI disruption, defense spending surges, and company readiness for headlines. Jim Paulsen, economist and market strategist, explains his 'new era' split and the role of macro policy. Vitaliy Katsenelson, value investor and author, promotes humility, diversification, and surviving markets. They cover AI’s impact on software, sector divergence, defense as a long tailwind, and valuation headwinds.
