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.

Rigatoni Capital Podcast is a business podcast hosted by Colin Santucci, with 131 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Colin Santucci hosts Rigatoni Capital Podcast, a business show with 131 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Rigatoni Capital Podcast

  CPI Friday - Live Stream Edit

  Sep 11, 202639 min

  August CPI landed with the headline in line at 3.4% year over year but core a tick hot at 0.3% on the month, sending next week's rate-hike odds to around 90% and pushing the ten-year to the edge of 5%. I break it down live, from Rick Santelli's CPI read to why I still think the Fed could hold and lean on PCE to stall, along with Scott Bessent on the bond market, Oracle and Adobe earnings, and a run through my watchlist. Rigatoni Capital is a daily morning podcast for long term, buy and hold investors, and can be found on all major platforms like YouTube, Spotify, Apple, etc. 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:0:00 Intro / stream setup0:22 Rick Santelli breaks down the CPI report3:46 10-Year Treasury hits key yield level3:57 Fed rate hike odds jump after CPI7:46 Scott Bessent on the bond market10:14 Thoughts on "transitory" inflation12:13 Adobe & Oracle earnings reaction13:10 Oracle stock breakdown14:46 Adobe stock breakdown15:59 Jensen Huang on AI & cybersecurity17:46 CrowdStrike valuation talk19:56 Goldman Sachs recaps SpaceX presentation23:02 GrokBot / Cursor AI agents25:31 AI-linked inflation categories27:12 Record cell phone price jump & CPI27:59 L3Harris & the defense sector31:31 MP Materials32:01 Freedom ETF international exposure32:26 Waste Management32:45 American Express34:04 Eli Lilly34:28 Berkshire Hathaway35:28 TransDigm Group37:07 Casey's General Store38:33 Closing thoughts & outro #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 #FederalReserve #Fed #ratehike #Oracle #Adobe #cybersecurity #defense #RigatoniCapital $BTC $GLD $QQQ $SPY $ITA $FRDM $ORCL $ADBE $CRWD $PANW $PLTR $LHX $MP $WM $AXP $LLY $BRK.B $TDG $CASY

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  Rigatoni Capital Podcast

  Why I Watch the 52-Week-Low List: Is L3Harris a Buy?

  Sep 10, 202633 min

  PPI came in line this morning, up 0.4% for the month but still a tad hot at 5.4% year over year on an energy spike. Rate-hike odds firmed toward roughly two thirds for next week, and I admit that if Friday's CPI runs hot too, I will finally concede the hold call I have held all along. It does not change how I invest either way, and I even walk through why a hike could paradoxically pull long-term yields down and give stocks room to rally. The heart of the show is my contrarian habit of scanning the 52-week-low list, doing the opposite of most investors who avoid falling knives. That pulls me into a deep dive on L3Harris, a small position of mine, which is sitting near a low after its board ousted CEO Christopher Kubasik over a conduct violation, on top of a delayed spinoff of its missile business and heavy pre-award spending. The business itself looks fine, with a full order backlog and a valuation cheaper than the defense-industry average, so the question I work through is whether the governance shock is the opportunity or the risk. I also cover why Treasury Secretary Scott Bessent's $6 billion bond buyback backfired again, spiking the ten-year toward 4.92% instead of calming it. Apple's new iPhone event gets a quick read too, where I stay firmly bullish on Apple for the next decade, buybacks and all, precisely because it never had to pour money into the AI capex race. Rigatoni Capital is a daily morning podcast for long term, buy and hold investors, and can be found on all major platforms like YouTube, Spotify, Apple, etc. 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 & PPI pre-market recap0:57 Fed rate hike odds & bond market signals2:00 Buy-the-dip philosophy & portfolio winners4:59 Market movers: AeroVironment, yields, oil, seasonality9:03 Bessent's bond buybacks & the liquidity story12:56 52-week low stocks & contrarian strategy15:05 L3Harris deep dive: CEO scandal, earnings, valuation24:17 Apple foldable iPhone & long-term outlook27:35 Commodity scarcity, AI buildout & fake news debunked #investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #L3Harris #defense #PPI #inflation #FederalReserve #Fed #ratehike #Apple #Bessent #RigatoniCapital $BTC $GLD $QQQ $SPY $LHX $AVAV $AAPL $RTX $LMT

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  Rigatoni Capital Podcast

  Brent Tops $100: Why It Doesn't Change My Portfolio

  Sep 9, 202632 min

  Brent crude topping $100 for the first time since July is the backdrop this morning, with the US-Iran conflict pushing oil higher, the ten-year near 4.81%, and stocks lower. Bitcoin and gold are catching a bid, which I read as a liquidity story tied to speculation that Treasury Secretary Scott Bessent will expand long-dated bond buybacks to as much as $5 to $6 billion per operation. None of it changes how I invest, and I make the case that these headlines matter far less to a long-term investor than they feel like they should. On the themes I follow, GE Aerospace's $11.75 billion deal to buy castings supplier Consolidated Precision Products is a clean example of the industrial and reshoring story, bringing a critical supplier in-house to protect margins and speed up production. Defense is the other thread, with the Navy and RTX unveiling the AIM-424 Malice, the longest-range air-to-air missile yet and small enough to fit inside an F-35. RTX is one of my top holdings, and it ties back to why I have argued since day one that you want defense exposure in this environment. I also dig into the Fed debate through co-host Kevin Bagholder's asymmetric-bets framework, why a September rate cut is the mispriced wager, even though I still expect a hold. Casey's General Stores gets a breakdown too, an incredible long-term compounder I keep passing on, since I have never gotten comfortable paying up for a low-margin retailer, however good the chart looks. Rigatoni Capital is a daily morning podcast for long term, buy and hold investors, and can be found on all major platforms like YouTube, Spotify, Apple, etc. 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: pre-market Wednesday, PPI/CPI ahead1:12 Middle East tensions, Brent crude tops $1001:31 Podcast purpose & long-term investing focus2:26 Debasement trade: Bitcoin, gold, and Bessent's bond buyback speculation3:47 Casey's General Store earnings preview5:08 GE Aerospace $11.75B acquisition of Consolidated Precision Products11:32 Fed rate outlook & Bagholder's asymmetric bets (Bitcoin, Nvidia)19:12 ChatGPT's user growth and AI valuation skepticism20:48 Anthropic researcher quits over AI safety fears22:09 Casey's General Store earnings breakdown27:14 AIM-424 Malice missile & RTX/defense stocks31:24 Wrap-up and where to find Rigatoni Capital #investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #oil #Iran #FederalReserve #Fed #ratecut #GEAerospace #defense #RTX #reshoring #Caseys #RigatoniCapital $BTC $GLD $QQQ $ITA $GE $CASY $RTX $LMT $AVAV $NVDA

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  Rigatoni Capital Podcast

  Why Most Market News Isn't Worth Your Time

  Sep 8, 202629 min

  Coming off the long weekend, I use this one to reset what the show is about. It is not a show for day-trading and it's not a news program. I make the case that most of the headlines you will see between now and the Fed meeting, from CPI to Brent crude flirting with $100 on the Iran conflict, do not change anything for a long-term investor. This podcast is for the professional buy-the-dipper, which means sitting on my hands until the market hands me a real pullback rather than reacting to every headline designed to make you trade. Rigatoni Capital is a daily morning podcast for long term, buy and hold investors, and can be found on all major platforms like YouTube, Spotify, Apple, etc. 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: pre-market Tuesday, CPI week overview1:51 Why this podcast isn't day-trading or news content3:09 The "buy and hold" philosophy explained4:47 Brent crude, Iran headlines, and why it doesn't matter to long-term investors6:05 Why headlines are designed to make you trade6:33 Origin of the "professional buy the dip" strategy14:30 Nuclear energy bills moving through Congress + BWXT22:00 Laser weapons, drone defense, and silver demand29:15 Trimming profits (Lam Research, Meta) and long-term investing themes #investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #nuclear #BWXT #defense #drones #lasers #AeroVironment #silver #copper #oil #Iran #RigatoniCapital $SLV $QQQ $BWXT $AVAV $SCCO $GOOGL $LRCX $META

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  Rigatoni Capital Podcast

  A Hot Jobs Number and Why I Still Think the Fed Holds

  Sep 4, 202635 min

  Jobs report day delivered a hot number, with August payrolls coming in at 162,000 against a 53,000 estimate and unemployment steady at 4.1%. It does not change my view that the Fed holds in September, and I revisit the debate between Fed Governor Christopher Waller's more dovish lean this week and former senior trader Joseph Wang's conviction that a hike is coming. Away from the data, I spend time on a Substack post about why smart people stay broke, written by @thebigshort, which lines up with a core Rigatoni idea: most people earn money for decades without ever studying what money is. I walk through how inflation quietly erodes cash and why the goal is owning scarce assets that appreciate faster than money is created, from stocks and real estate to Bitcoin. On the tech front, OpenAI's launch of GPT-6 Astra caught my eye as a milestone, the first of its models to lean on recursive self-improvement in training. I also cover my own moves: I sold my Meta swing trade for a quick gain, held onto Broadcom, and I am looking to raise a little cash ahead of what I expect to be a shaky fourth quarter into the midterms. Rigatoni Capital is a daily morning podcast for long term, buy and hold investors, and can be found on all major platforms like YouTube, Spotify, Apple, etc. 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, jobs report day setup1:21 CPI (Sept 11) and FOMC (Sept 16) dates1:50 Waller's dovish comments and market reaction3:14 Joseph Wang hawkish debate4:53 Nvidia at $231, portfolio preview5:40 Broadcom (AVGO) discussion7:17 Jobs report volatility expectations9:25 Housing, insurance, inflation costs12:35 Zscaler earnings breakdown15:00 "Why Smart People Stay Broke" Substack post17:27 Money, inflation & devaluation discussion20:25 GPT-6 Astra recursive self-improvement24:07 August jobs report numbers revealed26:20 Meta narrative shift, settlement news #investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #jobsreport #FederalReserve #Fed #ratehike #Waller #inflation #OpenAI #GPT6 #AGI #Meta #Broadcom #RigatoniCapital $BTC $QQQ $SMH $BDRY $NVDA $AVGO $META $ZS $LULU $GOOGL $AXP

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