EPISODE · Apr 24, 2026 · 53 MIN
What Marc Rudajev Taught Me About Thriving Beyond the Portfolio
from Rigatoni Capital Podcast · host Colin Santucci
I had the pleasure of sitting down with Marc Rudajev, straight out of London, who writes the Learning.Investing.Thriving newsletter on Substack. Marc spent over 20 years in global markets at Morgan Stanley across London, Hong Kong, and Singapore before making a pivot into teaching mathematics, finance, and economics. He built a finance program at a school in Los Angeles that grew from an informal lunchtime club into a full signature curriculum with five courses. He is one of the most well rounded people I have had on this podcast and this conversation went well beyond markets.We talked about initial jobless claims as one of the most underrated weekly economic indicators available to any investor. We touched on Kevin Warsh's Fed nomination and what it could mean for monetary policy. We got into the core compounding math that Marc teaches his students and why patience is the one thing separating wealth builders from everyone else. We discussed Bitcoin as a structural hedge against money printing and Treasury demand concerns. And somewhere in the middle of all of it, Marc reminded me that if you are not thriving outside of your portfolio, with your family and your relationships, you are missing the whole point.Check out Marc's newsletter Learning.Investing.Thriving on Substack: https://rudajev.substack.com/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 #Thriving #PersonalGrowth #KevinWarsh #FederalReserve #Bitcoin #BTC #Treasuries #SP500returns #compoundingreturns #joblessclaims #stockanalysis #marketwatch #RigatoniCapital$BTC $QQQ $SPY
What this episode covers
I had the pleasure of sitting down with Marc Rudajev, straight out of London, who writes the Learning.Investing.Thriving newsletter on Substack. Marc spent over 20 years in global markets at Morgan Stanley across London, Hong Kong, and Singapore before making a pivot into teaching mathematics, finance, and economics. He built a finance program at a school in Los Angeles that grew from an informal lunchtime club into a full signature curriculum with five courses. He is one of the most well rounded people I have had on this podcast and this conversation went well beyond markets.We talked about initial jobless claims as one of the most underrated weekly economic indicators available to any investor. We touched on Kevin Warsh's Fed nomination and what it could mean for monetary policy. We got into the core compounding math that Marc teaches his students and why patience is the one thing separating wealth builders from everyone else. We discussed Bitcoin as a structural hedge against money printing and Treasury demand concerns. And somewhere in the middle of all of it, Marc reminded me that if you are not thriving outside of your portfolio, with your family and your relationships, you are missing the whole point.Check out Marc's newsletter Learning.Investing.Thriving on Substack: https://rudajev.substack.com/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 #Thriving #PersonalGrowth #KevinWarsh #FederalReserve #Bitcoin #BTC #Treasuries #SP500returns #compoundingreturns #joblessclaims #stockanalysis #marketwatch #RigatoniCapital$BTC $QQQ $SPY
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What Marc Rudajev Taught Me About Thriving Beyond the Portfolio
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