Joseph Shaposhnik
Portfolio manager and investor focused on compounding businesses, defense-related tailwinds, and company-level analysis, contributing insights on software, defense spending, and portfolio positioning.
Best podcasts with Joseph Shaposhnik
Ranked by the Snipd community
Mar 14, 2026 • 1h 5min
14% for Tech. 1% for Everyone Else | The Weekly Wrap – 3/14/2026
Jim Paulsen, macro strategist who maps the ‘new era’ vs old economy. Joseph Shaposhnik, portfolio manager focused on compounding businesses and defense tailwinds. Vitaliy Katsenelson, value investor who stresses humility and diversification. They discuss AI disruption and its deflationary effects. They debate software’s vulnerability, defense spending as a long-term tailwind, and how policy shifts can reshape markets.
