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The U.S.-China Cold War Portfolio
Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, cut out the B.S., and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.
The goal is simple. Own a portfolio of great assets, stocks and Bitcoin, and hold them long enough to let compounding do the heavy lifting. Extraordinary wealth is not built by trading in and out of positions. It…
The skinny
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