Latest / Rigatoni Capital Podcast
Energy Stocks Nobody Is Talking About, Silver Miners Disconnect, and Where Bitcoin Goes From Here | Bagholder | 2-25-26
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On this Episode:
"Kevin (Bagholder) joins the show to break down energy stocks flying under the radar — Constellation Energy, Centrus Energy, and Schlumberger — plus pair trading as a portfolio tool, the massive disconnect between silver miners and the metal itself, and where Bitcoin goes from here. A wide-ranging conversation with a long-term value investor who does the work."rigatonicapital.substack.com
The skinny
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