Latest / Rigatoni Capital Podcast
Defense MFG Stocks and Broadcom's Big Week
In this episode of Rigatoni Capital, I break down market sentiment coming out of last week's earnings and dive deep into U.S. defense manufacturers — including whether the ITA ETF makes more sense than picking individual names like Lockheed Martin, Raytheon, and Northrop Grumman for a long-term portfolio.
I also preview Broadcom's earnings report this Wednesday, cover the broader semiconductor landscape, and walk through my 2026 watchlist for buy and hold investors.
This show is built for long-term investors, not traders. No stock picks — just a framework for thinking about portfolio…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.