Rigatoni Capital Podcast

Colin Santucci
  • 5.0 (3)
  • Investing

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.

  1. 1d ago

    International Yields Keep Spiking, Watch Out! - Live Stream

    Bond yields are spiking everywhere, with the Japan 10-year hitting a three decade high, and I get into why the carry trade footprint is still large even after the 2024 blowup. I walk through the profits I took in TQQQ, Palantir and Lam Research to build a little cushion, why I still admit there is circular funding in the AI trade but stay bullish long term, plus Home Depot earnings and Canadian tariffs, my Strategy bag holder update, Monday.com and the AI disruption story, the Morgan Stanley Amazon $500 bull case I am skeptical of, the UBS Nvidia earnings preview into the Rubin ramp, RTX winning a $23 billion Tomahawk contract, and Perth Tolle's FRDM as my only emerging markets exposure. Rigatoni Capital is a daily morning markets 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 deserves your attention and what to ignore. This episode was streamed live on X and YouTube. You can find me on X at @Djhottowns. Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com Timestamps: 0:00 Market Overview & Intro 1:03 Trimming TQQQ Profits 2:38 Palantir Profit Taking 3:30 Lam Research Trim & AI Bubble Concerns 5:43 Using AI to Research the News 6:30 Japan Yields & Carry Trade Risk 9:19 Home Depot Earnings & Tariffs 10:31 Strategy (MSTR) & Bitcoin Leverage 14:12 Monday.com Earnings & AI Disruption 19:12 Amazon Bull Case & AWS Outlook 21:31 Nvidia Earnings Preview 24:18 RTX Tomahawk Contract & Defense Stocks 26:37 Freedom 100 Emerging Markets ETF (FRDM) 32:09 Reading 13F Hedge Fund Filings 34:40 Closing Thoughts Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions. #investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #bondyields #carrytrade #Nvidia #Amazon #RTX #Palantir #Strategy #Bitcoin #emergingmarkets #RigatoniCapital $QQQ $TQQQ $PLTR $LRCX $NVDA $AMZN $HD $MSTR $RTX $FRDM $MNDY $TDG

  2. 2d ago

    Semis Continue to Rip So Hard, Heads Are Spinning - Live Stream

    Semis keep ripping with names like Cerebras, SanDisk, Marvell and Western Digital leading the way. I get into the Wall Street Journal piece on AI circular funding and off balance sheet backstops, why I am looking for investments detached from the AI CapEx trade, Figure Technologies, Stripe acquiring OpenRouter, Apple training an AI model in China with Alibaba, Hartnett's long gold trade, and Michael Burry's updated portfolio. Rigatoni Capital is a daily morning markets 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 deserves your attention and what to ignore. This episode was streamed live on X and YouTube. You can find me on X at @Djhottowns. Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions. Timestamps: 0:22 Intro: Rigatoni Capital podcast overview1:20 Explaining the newswire/news terminal setup1:41 Feedly/Zerohedge/WSJ news sources7:47 WSJ article on AI circular funding/backstops12:40 Looking for investments detached from AI CapEx trade15:33 Figure Technologies (FIGR) discussion18:46 Stripe acquiring OpenRouter21:04 Apple training AI model in China with Alibaba26:54 Hartnett's long gold trade29:17 Michael Burry's updated portfolio #investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #semiconductors #AI #hyperscalers #Figure #Stripe #Apple #gold #MichaelBurry #RigatoniCapital $NVDA $SMH $AVGO $WDC $MRVL $FIGR $AMD $AAPL $BABA $GLD $MELI $QQQ

  3. 3d ago

    Reading Some 13Fs - Live Stream

    I test out the live stream and read through some of the latest 13Fs for fun, including Berkshire, Bill Gates Foundation, Bill Ackman, David Tepper, Seth Klarman and a few others, plus the Nvidia and SB Energy news that dropped over the weekend. Read the full write-up and see my portfolio on the Rigatoni Capital Substack: https://rigatonicapital.substack.com Rigatoni Capital is a daily morning markets 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 deserves your attention and what to ignore. This episode was streamed live on X and YouTube. You can find me on X at @Djhottowns. Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions. #investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #13F #Berkshire #BillAckman #DavidTepper #SethKlarman #RigatoniCapital $BRK.B $HD $GOOGL $AMZN $NVDA $MU $NFLX $SPGI $QSR $V

  4. 5d ago

    Reading 13Fs While the Crowd Chases SanDisk

    I open on the SanDisk CEO's Squawk Box clip about dampening the cyclicality of memory, and while it is a good company I would rather own the SMH than pick winners in a crowded chip trade. Retail sales came in soft at minus 0.6%, another reason for the Fed to hold. The bigger theme is the 13Fs rolling in, and the lesson is to look where the crowd is not. AI infrastructure names only run while the data centers are being built, so a long term investor can afford Visa or Netflix down here. Seth Klarman added to Amazon and Alphabet and started a CME position, Triple Frond entered into DoorDash and S&P Global, and Chris Hohn's TCI fully exited Microsoft, which we knew was coming, while adding more Alphabet. I also cover why the IGV has recovered well off its AI disruption lows with Palantir hitting $180, while ground zero names like Salesforce and Monday still lag, Simeon McMillan upgrading Duolingo, and Marc Rudajev of Learning.Investing.Thriving on his new post about leveraged daily ETFs. 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 deserves your attention and what to ignore. Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions. Timestamps: 0:00 Intro and SanDisk CEO clip on cyclicality4:41 NAND vs DRAM, portfolio update (Nvidia/Broadcom)6:13 Bitcoin, oil, and Netflix/Ackman discussion9:28 AI infrastructure trade and software disruption (Duolingo, IGV, Palantir)19:20 13F roundup: Seth Klarman and Triple Frond Partners25:26 Retail sales and global liquidity/Treasury debt29:22 Chris Hohn 13F and outro #investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #13F #ChrisHohn #SethKlarman #BillAckman #SanDisk #Palantir #Netflix #Microsoft #Alphabet #RigatoniCapital $WDC $SMH $NVDA $AVGO $NFLX $PLTR $AMZN $GOOGL $MSFT $CME $DASH $SPGI $V $DUOL $QQQ

  5. 6d ago

    Bill Ackman Just Bought a Rigatoni Capital Stock: NFLX

    Bill Ackman's Pershing Square opened six new positions, and one of them is Netflix, a stock I already own and that I have talked about being on a roughly 50% discount. It always feels good when a big investor buys something you thought was valuable, and I get into why Ackman sees Netflix as a de-rated winner from over 40 times forward earnings down to 21, the same way he played the Chipotle E. coli selloff. His other new buys are Visa, MasterCard, S&P Global, Intercontinental Exchange and Alcon, blue chips he is scooping up while the crowd chases AI infrastructure. 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 deserves your attention and what to ignore. Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions. #investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #BillAckman #PershingSquare #Netflix #Visa #Mastercard #13F #RigatoniCapital $NFLX $V $MA $SPGI $ICE $ALC

  6. Aug 12

    CPI Wednesday: Our Lives Didn't Depend On It

    July CPI came in at 3.4% year over year, roughly in line, and market odds for a September rate hike fell to around 34%. As always, this is not a news show, and the point is keeping your eye on the ball as a long term investor rather than reacting to headlines. I get into the softness in the consumer showing up in the Berkshire operating businesses and the K-shape economy. AI infrastructure names beat big, with CoreWeave up around 20% on doubled revenue and Supermicro up 10%. Goldman kept a buy on Nvidia at $285 heading into a print that will hinge on Jensen's guidance on margins, the Rubin ramp, and the $500 billion financing platform. I also cover why Rollins looks like the dog of the market despite being a sticky pest control business, and a fun Cava versus Chipotle same store sales comparison where the average Cava now out-earns the average Chipotle location. 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 deserves your attention and what to ignore. Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions. #investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #CPI #inflation #Fed #Nvidia #CoreWeave #Micron #Supermicro #Rollins #Cava #Chipotle #earnings #RigatoniCapital $NVDA $CRWV $MU $SMCI $LITE $ROL $CAVA $CMG $QQQ $BRK.B $TQQQ

  7. Aug 11

    Nvidia's $500 Billion Deal and the Circular Funding Debate

    The big story is Nvidia and Wall Street firms like Blackstone, BlackRock, Brookfield, Goldman Sachs and KKR striking an AI financing deal targeting $500 billion to fund Nvidia's customers, from the neoclouds to whoever Jensen Huang sees an opportunity in, rather than putting it on Nvidia's own balance sheet. Nvidia is my largest position and I get into both sides. The bull case is that this locks in long term contracts and keeps customers trained on CUDA, which is the real switching cost, and if you believe AI has a coming ROI, the circular funding bear case dies. The bear case is that Nvidia sits at ground zero of a circle jerk with no ROI, with a tech that could become commoditized and over exposed frontier labs like an OpenAI or Anthropic. These are MOUs, not signed contracts, so I would rather it stay measured. I also cover Bank of America downgrading AppLovin to $400 and the Unity competition threat that blindsided me, though I am holding one more quarter on a cash cow, plus the Bitcoin ColdCard hack, why it feels like a crisis yet Bitcoin holds. 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 deserves your attention and what to ignore. Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions. #investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #Nvidia #circularfunding #AI #hyperscalers #BlackRock #Blackstone #GoldmanSachs #AppLovin #Unity #ColdCard #CUDA #RigatoniCapital $NVDA $QQQ $CRWV $BLK $BX $GS $KKR $BAM $APP $U $BRK.B $AXP $CB $WM $TDG

  8. Aug 10

    Berkshire's Operating Profit Is the Real Read on the Economy

    The big Monday headline is Berkshire Hathaway reporting earnings and being a net buyer of stocks, with oil green and the market still climbing a wall of worry over Iran and the Strait of Hormuz. The point of my weekend post is that Berkshire's operating businesses are the real read on the economy, not the flashy stuff. 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 deserves your attention and what to ignore. Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions. #investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #Berkshire #WarrenBuffett #GregAbel #Geico #BNSF #operatingprofit #economy #earnings #RigatoniCapital $BRK.B $AAPL $GOOGL $AXP $BAC $KO $TRV $CB $NVDA $AMZN $NET $QQQ

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About

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.

Information

  • Creator
    Colin Santucci
  • Years Active
    2026
  • Episodes
    114
  • Rating
    Explicit
  • Copyright
    © Colin Santucci
  • Show Website
    Rigatoni Capital Podcast