EPISODE · Mar 9, 2026 · 32 MIN
Markets Crashing: What I'm Doing as a Long Term Investor
from Rigatoni Capital Podcast · host Colin Santucci
Markets are under serious pressure this morning and I walk through exactly what I am watching and what I am doing as a long term investor. Panic is not a strategy. I go through the macro picture, the charts, and the key events ahead this week.Overnight, Iran named Mojtaba Khamenei, the 56-year-old son of the assassinated Supreme Leader Ali Khamenei, as the country's new supreme leader. The Assembly of Experts named him following a decisive vote, with key political leaders and the IRGC quickly pledging their backing. His selection cements hardline theocratic rule and sends a clear message of defiance as Iran remains locked in conflict with the US and Israel. I break down what this means for the war, for oil, and for the market going forward.On the earnings front, two big names report this week that every investor should be watching. Oracle reports Tuesday March 10th and Adobe reports Thursday March 12th, among the early reports of the 2026 Q1 earnings season. I also go through the charts: financials, IGV, Bitcoin, and SMH. The tape is telling a story and I walk through what I see on each one and how it shapes my thinking as someone who does not trade but does pay attention.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 #Iran #MiddleEast #OperationEpicFury #Oracle #Adobe #Bitcoin #Semiconductors #SMH #IGV #LongTermInvesting #MarketCrash #BuyTheDip #Macro #EarningsSeason #Financials #RigatoniCapital #valueinvesting #valuestocks
What this episode covers
Markets are under serious pressure this morning and I walk through exactly what I am watching and what I am doing as a long term investor. Panic is not a strategy. I go through the macro picture, the charts, and the key events ahead this week.Overnight, Iran named Mojtaba Khamenei, the 56-year-old son of the assassinated Supreme Leader Ali Khamenei, as the country's new supreme leader. The Assembly of Experts named him following a decisive vote, with key political leaders and the IRGC quickly pledging their backing. His selection cements hardline theocratic rule and sends a clear message of defiance as Iran remains locked in conflict with the US and Israel. I break down what this means for the war, for oil, and for the market going forward.On the earnings front, two big names report this week that every investor should be watching. Oracle reports Tuesday March 10th and Adobe reports Thursday March 12th, among the early reports of the 2026 Q1 earnings season. I also go through the charts: financials, IGV, Bitcoin, and SMH. The tape is telling a story and I walk through what I see on each one and how it shapes my thinking as someone who does not trade but does pay attention.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 #Iran #MiddleEast #OperationEpicFury #Oracle #Adobe #Bitcoin #Semiconductors #SMH #IGV #LongTermInvesting #MarketCrash #BuyTheDip #Macro #EarningsSeason #Financials #RigatoniCapital #valueinvesting #valuestocks
NOW PLAYING
Markets Crashing: What I'm Doing as a Long Term Investor
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.