EPISODE · May 13, 2026 · 27 MIN
PPI Comes in Hot and CNBC Goes Into Overdrive: Don't Take the Bait
from Rigatoni Capital Podcast · host Colin Santucci
April PPI just dropped this morning and it is hotter than expected across the board. Final demand rose 1.4% month over month, the largest monthly gain since March 2022, and up 6% year over year, the biggest annual increase since December 2022. The consensus estimate was 0.5%. Core PPI accelerated 1% against a 0.4% estimate. Energy is driving a big piece of it but the data shows price pressure is now broad based, extending well beyond oil and gas. The stagflation question is back on the table and nobody has a clean answer. This morning I make the case that CNBC and financial media are using moments like this to push you toward fear, toward trimming, toward chasing whatever is going up. If you are a day trader that is your world and I get it. But if you are a long term investor who just wants honest business and market news, the daily doom loop is not your friend. I also cover Nvidia and the CUDA ecosystem, Jensen Huang joining Trump on his trip to the Middle East, software broadly, and recap yesterday's post on the semiconductor ETFs I personally own and invest in.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.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 #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #PPI #Inflation #Stagflation #Nvidia #NVDA #CUDA #JensenHuang #SMH #FRDM #Semiconductors #CNBC #MediaBias #LongTermInvesting #stockanalysis #marketwatch #RigatoniCapital$NVDA $SMH $FRDM $QQQ $SPY
What this episode covers
April PPI just dropped this morning and it is hotter than expected across the board. Final demand rose 1.4% month over month, the largest monthly gain since March 2022, and up 6% year over year, the biggest annual increase since December 2022. The consensus estimate was 0.5%. Core PPI accelerated 1% against a 0.4% estimate. Energy is driving a big piece of it but the data shows price pressure is now broad based, extending well beyond oil and gas. The stagflation question is back on the table and nobody has a clean answer. This morning I make the case that CNBC and financial media are using moments like this to push you toward fear, toward trimming, toward chasing whatever is going up. If you are a day trader that is your world and I get it. But if you are a long term investor who just wants honest business and market news, the daily doom loop is not your friend. I also cover Nvidia and the CUDA ecosystem, Jensen Huang joining Trump on his trip to the Middle East, software broadly, and recap yesterday's post on the semiconductor ETFs I personally own and invest in.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.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 #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #PPI #Inflation #Stagflation #Nvidia #NVDA #CUDA #JensenHuang #SMH #FRDM #Semiconductors #CNBC #MediaBias #LongTermInvesting #stockanalysis #marketwatch #RigatoniCapital$NVDA $SMH $FRDM $QQQ $SPY
NOW PLAYING
PPI Comes in Hot and CNBC Goes Into Overdrive: Don't Take the Bait
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.