Latest / Rigatoni Capital Podcast
The Markets That Beat America Last Year | Marc Rudajev
Marc Rudajev of the Learning.Investing.Thriving newsletter on Substack is back on the Rigatoni Capital Podcast for round two. This time we cover three big themes: whether American investors are too US-centric in their portfolios, what the SpaceX IPO actually means for the average retail investor, and what Q1 earnings are really telling us heading into summer.
On the international question, Marc makes the case that ten out of the twelve major European markets beat the S&P 500 in 2025, with Spain leading at 57% returns. European stocks quietly had a remarkable year and most US investors missed…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.