Latest / Rigatoni Capital Podcast
Jensen Huang Gets Sassy: Chips, China, and the New Defense Industrial Revolution
This morning I cover the Pentagon reportedly approaching automakers about defense manufacturing capacity, which is a direct reversal of the dynamic from the 1993 Last Supper consolidation. The US-China Cold War continues to be the underlying framework for so much of what is happening in markets right now, from tariffs to chip export controls to China's refined rare earth restrictions. We also touch on ASML earnings, recap the bank earnings week and the record trading revenues we saw, discuss industrial inflation driven by raw material scarcity, and get into Jensen Huang's appearance on the…
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