Latest / Rigatoni Capital Podcast
Opening Bell After the War: Defense Stocks Surge, Berkshire and AmEx Stumble
On the first trading day since the outbreak of the US-Iran war, we break down how defense stocks are responding and what long-term investors should be watching. Then we shift to earnings season — what's coming this week and what matters. We close with a look at Berkshire Hathaway and American Express weakness, and what that signals about consumer and financial sector sentiment. All of it through the Rigatoni Capital lens: macro, geopolitics, and where capital flows next.
🔗 Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.