skinny.

Latest / Rigatoni Capital Podcast

The Incredible V-Shape Snapback in Stocks

Stocks have been staging a remarkable V-shape recovery and this morning I go through the charts to make sense of what is happening. I also touch on JPMorgan and BlackRock earnings from this week and look ahead to what is shaping up to be a big Thursday with Taiwan Semiconductor and Netflix both reporting. I also want to give a shoutout to Graham Stephan, the YouTube creator and real estate investor with over 5 million subscribers, who made the decision to exit all of his California real estate positions after years of dealing with what he describes as failed state policies, red tape, and…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.