Latest / Rigatoni Capital Podcast
The AI Disruption Story is Not Dead Yet
Jordi Visser has been raising concerns about white collar job displacement and what the broader SaaS tech selloff means for the market. This morning I cover that thesis and where I agree and where I push back, specifically on whether the Mag7 should be avoided right now.
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, and call out fake narratives in the financial media so you know what actually…
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