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All Episodes

Rigatoni Capital Podcast — 77 episodes

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Title
1

Cleaning Up My Portfolio: Why QQQ is Now Bigger Than Nvidia

2

How Long Term Investors Create Their Own Luck Like Brunson and the Knicks

3

Why Buying the Dip Always Works

4

Emergency Podcast: I Bought Broadcom Stock

5

The Markets That Beat America Last Year | Marc Rudajev

6

Broadcom and CrowdStrike Sell Off After Earnings: Is a Financial Stocks Rotation Next?

7

Oil Back at $97, Palo Alto Beats, and Are Boring Stocks the Next Trade?

8

Is Google's $80 Billion Equity Raise a Sign of Strength or Desperation?

9

Why I Added This Biotech Stock to My Watchlist

10

Snowflake Sparks a Software Rally and What I Learned from Dan Loeb This Week

11

Finding the Next Bottleneck: Why I Still Prefer the Nasdaq 100

12

Micron and SK Hynix Join the $1 Trillion Club: Investors Are Getting Filthy Rich

13

Why I Choose Palantir, AppLovin, and Bitcoin Over the AI Disruption Noise

14

Nvidia Earnings Memorial Day Weekend Special

15

The SpaceX IPO Is Coming at an Extremely Stretched Valuation | Bagholder

16

CAVA Earnings and Why Fast Casual Restaurants Are the Best Stocks to Learn Investing

17

Nvidia Earnings Week and Why I'm Not Worried About the Semiconductor Pullback

18

The SpaceX IPO Could Be Your Next Buy the Dip Opportunity

19

Super Investors Are Finding Value in Software Stocks: Live from the Great Outdoors

20

The Trade That Turned $50K Into $1 Million in 13 Months

21

PPI Comes in Hot and CNBC Goes Into Overdrive: Don't Take the Bait

22

The Best ETFs to Own Semiconductors Long Term

23

We Will Never Forget This Nasdaq and Semiconductor Moment in History

24

We More Than Survived Software Earnings Week

25

AI Software Disruption Fears Are Overblown: Enough is Enough

26

The Picks and Shovels Play for Every Boeing and Airbus Cycle

27

Michael Burry is Wrong: I'm Siding With Palantir and Shyam Sankar

28

Ignore the Strait of Hormuz, Focus on Earnings Instead

29

Apple's Services Hit $30 Billion: A Very Underrated Story in Markets

30

Hyperscaler Earnings So Impressive, Investors Are Shocked

31

Paul Tudor Jones Calls Buffett the OG of Compound Interest

32

OpenAI Reportedly Missing Revenue Targets: Investors Be Cautious

33

Are Semiconductors Now in Bubble Territory?

34

What Marc Rudajev Taught Me About Thriving Beyond the Portfolio

35

Earnings Are Coming In Strong: Don't Read Too Much Into ServiceNow

36

Kevin Warsh Hawkish on QE: I'll Believe It When I See It

37

Land, Waste, and Insurance: Searching for Hidden Compounders | Nick Ridenour

38

Are Investors Becoming Immune to Iran War Headlines?

39

Thoughts on Netflix Earnings, Live from the Great Outdoors

40

Jensen Huang Gets Sassy: Chips, China, and the New Defense Industrial Revolution

41

The Incredible V-Shape Snapback in Stocks

42

Bank Earnings Season: The Most Wonderful Time of the Year

43

Portfolio Update: The Stocks I Added and Why

44

When the CapEx Spigot Closes | Bagholder

45

Anthropic is 'Not' Eating Palantir's Lunch

46

META, Netflix & AppLovin: What the Market Is Missing | Simeon McMillan

47

Don't Let Trump's Truth Social Posts Manage Your Portfolio

48

Microsoft is Now AI Disruption Ground Zero

49

Who The Hell Wrote Trump's Prime-Time Address??

50

The AI Disruption Story is Not Dead Yet

51

Warren Buffett Agrees: A 10% Correction is Not Enough

52

Why I'm Not Buying the Dip Yet

53

From Amazon to BlackRock: How Two Companies Quietly Took Over Everything | Satishan of AlphaMonk

54

A Podcast for Professional Buy the Dippers

55

MSFT & GOOGL Sell-Off, and Why Semi's Win the Robotics Race

56

Nvidia Jensen Huang Declares AGI and Hits the Opera

57

The U.S.-China Cold War Portfolio

58

From the Strait of Hormuz to the Data Center: A Conversation on the Energy Crisis Reshaping Markets

59

Micron's Blowout Earnings and the Hawkish Fed

60

Nvidia Announces 50% of Free Cash Flow Back to Shareholders

61

Nvidia GTC 2026: The $1 Trillion Revenue Confusion Explained

62

Anduril's $20B Contract and a Big Week Ahead: GTC, the Fed, and Defense Tech

63

Adobe CEO Out, Ulta Slows Down, and Signs the Consumer is Getting Tired

64

More Vessels Struck: Stocks Tank Again

65

Oracle Pumps, CPI Comes In at 2.4%, and Bitcoin Miners Are NOT Dumping

66

Calm Before the CPI Storm: Oil, the VIX, and America's Debt Problem

67

Markets Crashing: What I'm Doing as a Long Term Investor

68

Goldman Sachs is Getting Interesting: Oil, Jobs, and the Financials Selloff

69

92,000 Jobs Lost, Markets Not Even in Correction: Is Now the Time to Buy?

70

Broadcom's Importance to Your Portfolio, How Long Does the Iran War Last, and Berkshire Resumes Stock Buybacks

71

KOSPI Bloodbath: Why the FRDM ETF is a Winner

72

Berkshire Hathaway's Money Machine + MongoDB's 24% Crash Explained | Rigatoni Capital | March 3, 2026

73

Opening Bell After the War: Defense Stocks Surge, Berkshire and AmEx Stumble

74

Defense MFG Stocks and Broadcom's Big Week

75

Monitoring the Situation — And Why You Own Defense Manufacturers

76

How I Stay Informed as an Investor (AI helps)

77

Energy Stocks Nobody Is Talking About, Silver Miners Disconnect, and Where Bitcoin Goes From Here | Bagholder | 2-25-26