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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 over 20 years in global markets at Morgan…
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 commitments on track to hit $1.5 billion for…
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 advocating for reducing the balance sheet.…
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 covering eight key areas including growth,…
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 simply becoming immune to the headlines?…
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 actually think about the results, where…
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 1993 Last Supper consolidation. The…
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 and BlackRock earnings from this week and…
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 revenue. Wells Fargo missed slightly on…
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, beating on both EPS and revenue, yet the…
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 Nvidia when Microsoft, Google, Meta, and…
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 now captures 73% of new enterprise AI…
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 best stock analysts I know in the media and…
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 reopen the Strait of Hormuz approaches. US…
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 I walk through why. I also look at IGV…
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 next two to three weeks, and threatened…
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 that thesis and where I agree and where I…
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 interview and share my own 5 reasons why I am…
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 walk through what is happening across the…
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 accidentally discovered they were…
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Rigatoni Capital Podcast has published 44 episodes since February 2026, covering topics in Business, Investing.
Rigatoni Capital Podcast is currently moderate with new episodes daily. Average episode length is 36m.
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