EPISODE · Mar 23, 2026 · 25 MIN
The U.S.-China Cold War Portfolio
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, cut out the B.S., and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.The goal is simple. Own a portfolio of great assets, stocks and Bitcoin, and hold them long enough to let compounding do the heavy lifting. Extraordinary wealth is not built by trading in and out of positions. It is built by buying quality and staying patient.Today I cover: The U.S.-China Cold War Portfolio — how the escalating rivalry between the U.S. and China should shape your long term investment positioning. I discuss hard assets including oil, natural gas, LNG, helium, and gold, and break down individual names including Chevron, ExxonMobil, Waste Management, O'Reilly Automotive, and Roper Technologies. I also cover Bitcoin as a non-sovereign asset and what Trump's posture toward Iran means for energy markets.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 #ColdWar #China #USChina #Geopolitics #Trump #Iran #LNG #NaturalGas #Gold #Oil #EnergyStocks #Helium #RigatoniCapital$CVX $XOM $WM $ORLY $ROP $BTC $GLD $SPY
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, cut out the B.S., and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.The goal is simple. Own a portfolio of great assets, stocks and Bitcoin, and hold them long enough to let compounding do the heavy lifting. Extraordinary wealth is not built by trading in and out of positions. It is built by buying quality and staying patient.Today I cover: The U.S.-China Cold War Portfolio — how the escalating rivalry between the U.S. and China should shape your long term investment positioning. I discuss hard assets including oil, natural gas, LNG, helium, and gold, and break down individual names including Chevron, ExxonMobil, Waste Management, O'Reilly Automotive, and Roper Technologies. I also cover Bitcoin as a non-sovereign asset and what Trump's posture toward Iran means for energy markets.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 #ColdWar #China #USChina #Geopolitics #Trump #Iran #LNG #NaturalGas #Gold #Oil #EnergyStocks #Helium #RigatoniCapital$CVX $XOM $WM $ORLY $ROP $BTC $GLD $SPY
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The U.S.-China Cold War Portfolio
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