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Hosted by Colin Santucci · 🇺🇸 US · EN-US · 85 episodes
Established thought leaders with verified media credentials.
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.
Colin Santucci hosts Rigatoni Capital Podcast, a business show with 85 episodes published.
Markets are rebounding slightly with Intel bouncing after earnings and Brent Crude back under $100, but this is the dog days of summer and I do not expect a strong Friday. Traders are not going to want to hold into the w
Markets are selling off pre-market after Yemen declared a naval blockade targeting Saudi shipping and struck two tankers in the Red Sea, with oil spiking and Trump saying Iran will be held responsible. This is industrial
Trump is reportedly considering banning Chinese open weight AI models in the US, and my take is that the argument it is unsafe to run CCP open weight is fake news, since open weight can be downloaded to your own hard dri
I get into Kimi K3 from Moonshot, another so called DeepSeek moment, and why I think open weights are good for the hyperscalers and AI infrastructure. I explain that the selloff in semiconductors started before Kimi K3,
Tech got spooked by the Kimi's new K3 headline, the open source Chinese model out of Moonshot that is benchmarking competitive with the frontier labs, and it feels eerily similar to the DeepSeek scare. Markets sell off o
BlackRock reported a blowout quarter with record revenue and record assets under management above $15 trillion. I own BlackRock directly and I am up 75% on the name since 2022, so I walk through the report, including why
I rolled out of bed this morning and my phone was full of distractions. The Warren Buffett and Bill Gates Foundation drama, the Stripe deal with PayPal and Block, a Wall Street Journal headline about blockbuster stock sa
June CPI came in surprisingly low this morning, with the month over month down 0.4% and year over year at 3.5%, a nice cooldown from the US-Iran war energy highs as gas prices came off. Bank earnings are kicking off with
Ken Griffin was interviewed last week and made a point that lines up with everything I talk about here: as alternative data and AI make each quarter more transparent, the edge shifts away from guessing whether a company
The biggest news yesterday was Meta unveiling its first paid AI model, Muse Spark 1.1, an agentic coding platform that puts them in direct competition with Anthropic and OpenAI. Meta has an advantage here because they ow
Tech and semiconductors bounced this morning, which has everyone asking whether the great rotation is real. Caitlin McCabe at the Wall Street Journal is pointing to equal weight beating market cap weighted year to date a
Morgan Stanley's Mike Wilson is telling clients to get out of chip stocks and rotate into the hyperscalers. This morning I walk through whether this rotation is real or just too soon to call. Semis are getting whacked to
We are heading into the dog days of summer with the World Cup on and earnings still a few weeks out. I talk about why the current SaaS software selloff reminds me of the 2022 bear market. I also explain why the AI disrup
Jim Chanos was on the Monetary Matters podcast this weekend. He is net long AI through the index and short what he calls the financialized middle layer, the NeoCloud plays like CoreWeave that he views as equipment leasin
Note: My screen was not sharing during today's recording. Apologies to everyone watching on YouTube. Kevin Warsh held his first press conference as Federal Reserve Chair and said a whole lot of nothing. Yes, he used some
SpaceX options are open to trade for the first time today and retail is going crazy. I am watching from the sidelines and I am completely comfortable with that. The QQQ will own SpaceX for me at market cap weight without
I added a significant chunk to my Invesco QQQ position during last Tuesday's flush down at $687 a share, and the Nasdaq 100 is now my largest holding for the first time, ahead of Nvidia. I walk through why I think this i
The Knicks pulled off the biggest comeback in NBA Finals history last night, down 29 points, and I could not help but draw the parallel to long term investing. Staying in the game is the whole ball game. You do not know
I was out for a couple of days but I am back and I bought the dip while I was gone. I added to my QQQ position at around $687 a share, which happened to catch almost exactly the bottom on that flush-out move. I also boug
The Nasdaq had one of its worst weeks in over a year, semiconductors sold off hard, and I came on over the weekend to tell you exactly what I did and why. On Thursday I bought Broadcom at $409 a share, and then the dip k
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Rigatoni Capital Podcast is hosted by Colin Santucci. The show is categorised under business (investing) and has published 85 episodes.
Rigatoni Capital Podcast has published 85 episodes.
Rigatoni Capital Podcast regularly covers business, investing. It sits in the business category, with a investing focus.
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