Latest / Rigatoni Capital Podcast
Stop Trying to Be the Next Michael Burry
Futures are green after Trump backed off the Iran attack over the weekend, another TACO, with WTI and Brent lower as Iran dismisses his talk plans. Amazon impressed on Thursday, and Japan and the US both bought yen to strengthen it, which is about keeping the carry trade going, since the US actually sold euros to buy yen rather than diluting the dollar.
The core of the episode is pushing back on the Wall Street Journal piece by James Mackintosh, "America is Great at Creating Stock Market Bubbles and Shrugging Them Off." I do not agree with lumping the recent memory chip pullback in with real…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.