Shows / Rigatoni Capital Podcast
Rigatoni Capital Podcast
Helping retail investors grow wealth through long-term, buy-and-hold investing in stocks, index funds, and Bitcoin. Subscribe to the Rigatoni Capital Substack newsletter for weekly analysis, market insights, and portfolio updates.
Episodes
- Rigatoni Capital Podcast
Ignore the Strait of Hormuz, Focus on Earnings Instead
This morning I revisit two posts from the weekend. First, Apple's Services business hitting a record $30.98 billion last quarter and why the $100 billion share…
- Rigatoni Capital Podcast
Apple's Services Hit $30 Billion: A Very Underrated Story in Markets
Apple reported last night and the numbers were exceptional across the board. Services revenue hit a record $30.98 billion, ahead of estimates, and up from…
- Rigatoni Capital Podcast
Hyperscaler Earnings So Impressive, Investors Are Shocked
Last night was one of the most remarkable earnings nights in recent memory. Amazon, Meta, Alphabet, and Microsoft reported within hours of each other and the…
- Rigatoni Capital Podcast
Paul Tudor Jones Calls Buffett the OG of Compound Interest
Paul Tudor Jones just appeared on the Invest Like the Best podcast with Patrick O'Shaughnessy and it is one of the best investing conversations I have heard in…
- Rigatoni Capital Podcast
OpenAI Reportedly Missing Revenue Targets: Investors Be Cautious
The Wall Street Journal is reporting this morning that OpenAI missed multiple monthly revenue targets earlier this year and fell short of its goal of reaching…
- Rigatoni Capital Podcast
Are Semiconductors Now in Bubble Territory?
This morning I flag some caution around the semiconductor index SOXX, which has run far enough that it is hard to get excited about it from a value investor…
- Rigatoni Capital Podcast
What Marc Rudajev Taught Me About Thriving Beyond the Portfolio
I had the pleasure of sitting down with Marc Rudajev, straight out of London, who writes the Learning.Investing.Thriving newsletter on Substack. Marc spent…
- Rigatoni Capital Podcast
Earnings Are Coming In Strong: Don't Read Too Much Into ServiceNow
ServiceNow beat on revenue and earnings last night, growing subscription revenue 22% year over year, raising full year guidance, and posting AI-specific…
- Rigatoni Capital Podcast
Kevin Warsh Hawkish on QE: I'll Believe It When I See It
Kevin Warsh had his Senate confirmation hearing yesterday and made his anti-QE stance clear once again, calling for regime change at the Federal Reserve and…
- Rigatoni Capital Podcast
Land, Waste, and Insurance: Searching for Hidden Compounders | Nick Ridenour
I sat down with Nick Ridenour, who writes the Compounding Alpha newsletter on Substack. Nick does deep-dive stock analysis built around a scorecard system…
- Rigatoni Capital Podcast
Are Investors Becoming Immune to Iran War Headlines?
Markets have been hitting fresh highs even as the Iran war grinds on, and this morning I ask the question that Bloomberg was asking last week: are investors…
- Rigatoni Capital Podcast
Thoughts on Netflix Earnings, Live from the Great Outdoors
Netflix reported last night and the numbers were genuinely strong. Revenue came in at $12.25 billion, up 16% year over year. This morning I break down what I…
- Rigatoni Capital Podcast
Jensen Huang Gets Sassy: Chips, China, and the New Defense Industrial Revolution
This morning I cover the Pentagon reportedly approaching automakers about defense manufacturing capacity, which is a direct reversal of the dynamic from the…
- Rigatoni Capital Podcast
The Incredible V-Shape Snapback in Stocks
Stocks have been staging a remarkable V-shape recovery and this morning I go through the charts to make sense of what is happening. I also touch on JPMorgan…
- Rigatoni Capital Podcast
Bank Earnings Season: The Most Wonderful Time of the Year
JPMorgan reported a 13% year over year profit increase this morning, beating expectations with $49.8 billion in revenue. BlackRock beat on both earnings and…
- Rigatoni Capital Podcast
Portfolio Update: The Stocks I Added and Why
This morning I do a portfolio update and walk through the stocks I added during the recent pullback. Goldman Sachs reported a strong quarter this morning…
- Rigatoni Capital Podcast
When the CapEx Spigot Closes | Bagholder
Kevin, aka Bagholder, is back on the Rigatoni Capital Podcast and came prepared. This episode we go deep on the hyperscaler CapEx cycle and what happens to…
- Rigatoni Capital Podcast
Anthropic is 'Not' Eating Palantir's Lunch
Michael Burry posted on X that Anthropic is eating Palantir's lunch, citing Anthropic's ARR growth from $9 billion to $30 billion and data showing Anthropic…
- Rigatoni Capital Podcast
META, Netflix & AppLovin: What the Market Is Missing | Simeon McMillan
I sat down with Simeon McMillan of the Accrued Interest newsletter on Substack for a deep dive right before earnings season kicks off. Simeon is one of the…
- Rigatoni Capital Podcast
Don't Let Trump's Truth Social Posts Manage Your Portfolio
Trump posted on Truth Social this morning that "a whole civilization will die tonight, never to be brought back again" as his 8pm ET deadline for Iran to…
- Rigatoni Capital Podcast
Microsoft is Now AI Disruption Ground Zero
This morning I make the case that AI disruption is a bigger headwind for markets right now than the US-Iran war. Microsoft sits at the center of that story and…
- Rigatoni Capital Podcast
Who The Hell Wrote Trump's Prime-Time Address??
Trump gave his first prime-time address on Operation Epic Fury last night and said the war is nearing completion, promised to hit Iran extremely hard over the…
- 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…
- Rigatoni Capital Podcast
Warren Buffett Agrees: A 10% Correction is Not Enough
Warren Buffett was on CNBC's Squawk Box with Becky Quick this morning and made clear that a 10% correction is not enough to get him excited. I cover that…
- Rigatoni Capital Podcast
Why I'm Not Buying the Dip Yet
AppLovin is down over 40% year to date, Meta has been selling off, and the broader software and tech space is deeply out of favor right now. This morning I…
- Rigatoni Capital Podcast
From Amazon to BlackRock: How Two Companies Quietly Took Over Everything | Satishan of AlphaMonk
I sat down recently with Satishan, the writer behind the AlphaMonk newsletter on Substack, for the second time. The first episode felt like two people who had…
- Rigatoni Capital Podcast
A Podcast for Professional Buy the Dippers
This morning I look at Broadridge Financial Solutions, which has now fallen for seven straight days and is down over 8% in that stretch despite beating…
- Rigatoni Capital Podcast
MSFT & GOOGL Sell-Off, and Why Semi's Win the Robotics Race
Today I cover: Microsoft and Google stock, Brown and Brown, and why you should not panic sell during wartime. I also touch on the humanoid robotics space…
- Rigatoni Capital Podcast
Nvidia Jensen Huang Declares AGI and Hits the Opera
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…
- Rigatoni Capital Podcast
The U.S.-China Cold War Portfolio
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…
- Rigatoni Capital Podcast
From the Strait of Hormuz to the Data Center: A Conversation on the Energy Crisis Reshaping Markets
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…
- Rigatoni Capital Podcast
Micron's Blowout Earnings and the Hawkish Fed
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…
- Rigatoni Capital Podcast
Nvidia Announces 50% of Free Cash Flow Back to Shareholders
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…
- Rigatoni Capital Podcast
Nvidia GTC 2026: The $1 Trillion Revenue Confusion Explained
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…
- Rigatoni Capital Podcast
Anduril's $20B Contract and a Big Week Ahead: GTC, the Fed, and Defense Tech
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…
- Rigatoni Capital Podcast
Adobe CEO Out, Ulta Slows Down, and Signs the Consumer is Getting Tired
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…
- Rigatoni Capital Podcast
More Vessels Struck: Stocks Tank Again
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…
- Rigatoni Capital Podcast
Oracle Pumps, CPI Comes In at 2.4%, and Bitcoin Miners Are NOT Dumping
Oracle reported last night and the stock is jumping, CPI came in at 2.4% in line with expectations, and I walk through what both of those mean for the market…
- Rigatoni Capital Podcast
Calm Before the CPI Storm: Oil, the VIX, and America's Debt Problem
Today feels like a brief pause before the next wave hits. CPI data is coming and the market knows it, which means the volatility we have been living through is…
- Rigatoni Capital Podcast
Markets Crashing: What I'm Doing as a Long Term Investor
Markets are under serious pressure this morning and I walk through exactly what I am watching and what I am doing as a long term investor. Panic is not a…
- Rigatoni Capital Podcast
Goldman Sachs is Getting Interesting: Oil, Jobs, and the Financials Selloff
The February jobs report showed 92,000 jobs lost. Oil is now trading above $90 a barrel, WTI crude surging roughly 37% in a single week as the Iran war chokes…
- Rigatoni Capital Podcast
92,000 Jobs Lost, Markets Not Even in Correction: Is Now the Time to Buy?
The February jobs report just dropped and it is ugly. The US shed 92,000 jobs last month, a massive miss versus expectations of a gain of 60,000, and the…
- Rigatoni Capital Podcast
Broadcom's Importance to Your Portfolio, How Long Does the Iran War Last, and Berkshire Resumes Stock Buybacks
Three stories every long-term investor should be paying attention to today. First, Broadcom. Most people who own index funds like QQQ or the S&P 500 have…
- Rigatoni Capital Podcast
KOSPI Bloodbath: Why the FRDM ETF is a Winner
Korea's KOSPI just had its worst day since 2024, down 7.2% in a single session. Samsung and SK Hynix got crushed, circuit breakers were triggered, and foreign…
- Rigatoni Capital Podcast
Berkshire Hathaway's Money Machine + MongoDB's 24% Crash Explained | Rigatoni Capital | March 3, 2026
First, Berkshire Hathaway. We break down their Q4 2025 results — operating earnings fell nearly 30% year over year to $10.2 billion, dragged down by a 54%…
- 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…
- 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…
- Rigatoni Capital Podcast
Monitoring the Situation — And Why You Own Defense Manufacturers
With U.S. and Israeli forces launching joint strikes on Iran this morning under Operation Epic Fury and Operation Shield of Judah, we break down what's…
- Rigatoni Capital Podcast
How I Stay Informed as an Investor (AI helps)
This episode discussed my personal portfolio including top positions in Palantir, AppLovin, NVIDIA, Caterpillar, Lockheed Martin, and the XLU utilities ETF. I…
- Rigatoni Capital Podcast
Energy Stocks Nobody Is Talking About, Silver Miners Disconnect, and Where Bitcoin Goes From Here | Bagholder | 2-25-26
For weekly analysis, market insights, and portfolio updates, subscribe to the Rigatoni Capital newsletter at rigatonicapital.substack.com On this Episode…