EPISODE · Mar 20, 2026 · 1H 3M
From the Strait of Hormuz to the Data Center: A Conversation on the Energy Crisis Reshaping Markets
from Rigatoni Capital Podcast · host Colin Santucci
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.The goal is to own a portfolio of great assets, stocks and Bitcoin, and hold them long enough to let compounding work. Wealth is not built by trading in and out of positions. It is built by buying quality and staying patient.Today I am joined by three guests for a wide ranging conversation on the energy crisis reshaping global markets: Phil Pinelli of the Stock Talk Newsletter brings decades of experience across tech, banking, and entrepreneurship and a practitioner's perspective on long term investing. Eamon O'Malley of Capacity PLC is Rigatoni Capital's go-to voice on oil, natural gas, and the broader energy complex, the person I turn to when I want to understand what is actually happening beneath the surface in energy markets. And making his first appearance on the show, Clinton Smith of Clint's Newsletter, who brings a deep background in energy with a specific focus on data centers, AI infrastructure, and the intersection of energy demand and technology. We cover the Strait of Hormuz, what the oil shock means for markets, and why the energy demands of the AI buildout are quietly becoming one of the most important investment stories of the decade.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: 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 #investing101 #personalfinance #wealthbuilding #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #oilprices #naturalgas #StraitofHormuz #energycrisis #AIinfrastructure #datacenters #Iran #MiddleEast #energyinvesting #RigatoniCapital
What this episode covers
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.The goal is to own a portfolio of great assets, stocks and Bitcoin, and hold them long enough to let compounding work. Wealth is not built by trading in and out of positions. It is built by buying quality and staying patient.Today I am joined by three guests for a wide ranging conversation on the energy crisis reshaping global markets: Phil Pinelli of the Stock Talk Newsletter brings decades of experience across tech, banking, and entrepreneurship and a practitioner's perspective on long term investing. Eamon O'Malley of Capacity PLC is Rigatoni Capital's go-to voice on oil, natural gas, and the broader energy complex, the person I turn to when I want to understand what is actually happening beneath the surface in energy markets. And making his first appearance on the show, Clinton Smith of Clint's Newsletter, who brings a deep background in energy with a specific focus on data centers, AI infrastructure, and the intersection of energy demand and technology. We cover the Strait of Hormuz, what the oil shock means for markets, and why the energy demands of the AI buildout are quietly becoming one of the most important investment stories of the decade.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: 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 #investing101 #personalfinance #wealthbuilding #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #oilprices #naturalgas #StraitofHormuz #energycrisis #AIinfrastructure #datacenters #Iran #MiddleEast #energyinvesting #RigatoniCapital
NOW PLAYING
From the Strait of Hormuz to the Data Center: A Conversation on the Energy Crisis Reshaping Markets
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.