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Rigatoni Capital Podcast

Colin Santucci
Nvidia
Nasdaq 100
Semiconductors
Artificial Intelligence
Spacex
Palantir Technologies
AI Infrastructure
Palantir
Financials
Amazon
Stock Market
Hyperscalers
Blackrock
Alphabet Inc.
Applovin
Apple Inc.
Microsoft
Broadcom
Kevin Warsh
Industrial Sector

Helping retail investors grow wealth through long-term, buy-and-hold investing in stocks, index funds, and Bitcoin. Subscribe to the Rigatoni Capital Substack newsletter for weekly analysis, market insights, and portfolio updates.

PublishesDailyEpisodes120Founded6 months ago
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Latest Episodes

Bessent said Monday that the Treasury has not bought a single bond yet and the buyback operation begins September 9th, and he's got up to $950 billion available if he wants it. This was clearly posturing, but I would take him seriously if I were an i... more

All eyes are on Nvidia earnings Wednesday and Jackson Hole on Friday, while Bessent keeps talking up more Treasury bond buybacks. My read is this is the debasement trade at work, a liquidity and fiscal dominance signal rather than actual dollar print... more

Simeon McMillan of Accrued Interest returns for his quarterly check-in after a heavy Q2 media earnings season. We get into why Wall Street keeps misreading Netflix, the watch-hour metrics Simeon thinks are noise, and the margin and free cash flow sto... more

Stocks are up pre-market with Bitcoin hitting $79k overnight, gold ripping, and the 10-year back around 4.7. The debasement trade is still very much alive after Bessent doubled down on TV yesterday. I think Warsh is also more dovish on rates than peo... more

Yields reversed hard this morning, with the 10-year and 30-year climbing almost right back to where they were before yesterday's Bessent buyback news, as if nothing happened. However, this is still a liquidity story, and a signal of more fiscal domin... more

Being a long term investor means you learn something every single day, and that learning compounds the same way a portfolio does, so by year 11 or 12 you pick things up much faster. It is a full time job on top of a nine to five, but the work is what... more

Bond yields are spiking everywhere, with the Japan 10-year hitting a three decade high, and I get into why the carry trade footprint is still large even after the 2024 blowup. I walk through the profits I took in TQQQ, Palantir and Lam Research to bu... more

Semis keep ripping with names like Cerebras, SanDisk, Marvell and Western Digital leading the way. I get into the Wall Street Journal piece on AI circular funding and off balance sheet backstops, why I am looking for investments detached from the AI ... more

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Recent Guests

Eric Balchunas
Financial analyst known for ETF focus
Bloomberg ETF Analyst
Episode: In Search of the Next Unsexy Compounder
Kevin Bagholder
Special guest, Bagholder (Kevin)
Episode: Silver Miners at Decade-Low Valuations and the Hyperscaler Margin Question | Bagholder
Ken Griffin
Founder and CEO of Citadel
Citadel
Episode: Citadel's Ken Griffin Says Long Term Investors Will Have the Advantage Going Forward
Jim Chanos
Legendary short seller, guest discussing AI and semiconductor themes on Monetary Matters
Episode: Own What the Chips Produce, Not Where They Reside: Jim Chanos on the AI Trade
Marc Rudajev
Investor, Substack author of Learning, Investing, Thriving
Substack (Learning, Investing, Thriving)
Episode: The Markets That Beat America Last Year | Marc Rudajev
Jensen Wong
Speaker referenced as giving a keynote in Taiwan
Episode: Oil Back at $97, Palo Alto Beats, and Are Boring Stocks the Next Trade?
Tom Lee
Market strategist providing macro and stock market insights
Fund/Strategy unspecified
Episode: Is Google's $80 Billion Equity Raise a Sign of Strength or Desperation?
Jeremy Grantham
Founder of Grantham, Mayo, & Co. investor featured in a clip
Grantham, Mayo, & Co.
Episode: Micron and SK Hynix Join the $1 Trillion Club: Investors Are Getting Filthy Rich
Shyam Sankar
Chief Technology Officer, Palantir
Palantir
Episode: Michael Burry is Wrong: I'm Siding With Palantir and Shyam Sankar

Host

Colin
Co-host with broad coverage of technology megatrends, market structure, and long-duration investing; frequently references AI ecosystems and large-cap tech dynamics.

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Talking Points

Recent interactions between the hosts and their guests.

Quality over Cheap: What CompoundingAlpha sees in Axon, Palantir, Toast, and FTAI Aviation
Q: They reported earnings. I guess my first question is, do you own the stock?
Nick replies that he does not own Palantir, though he would consider owning it if the price was right.
Michael Burry is Wrong: I'm Siding With Palantir and Shyam Sankar
Q: What is Palantir's approach to AI and its role in enterprise software according to the earnings discussion?
Sankar describes Palantir as building platforms that enable clients to run bespoke, outcome-oriented applications rather than flashy demos, emphasizing data-centric solutions and governance frameworks as the core moat.
Michael Burry is Wrong: I'm Siding With Palantir and Shyam Sankar
Q: Who asks, how does Palantir expect to navigate an environment where AI is pressuring software companies and their capabilities?
Shyam Sankar explains that Palantir is leveraging their ontology and counter-positioning against AI Slop, focusing on enterprise autonomy and outcome-driven software to differentiate from clutter and drive sustainable value in both government and commercial markets.
The SpaceX IPO Is Coming at an Extremely Stretched Valuation | Bagholder
Q: Why is SpaceX's valuation so controversial given its current revenue base?
The guest explains that at 1.75 trillion with 2025 revenue around 16 billion, the implied price-to-sales multiple is around 110x, which is far above typical peers and signals a heavy reliance on explosive growth and speculative bets rather than current earnings or stable margins.

Audience Metrics

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Listeners per Episode
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Frequently Asked Questions About Rigatoni Capital Podcast

What is Rigatoni Capital Podcast about and what kind of topics does it cover?

This show renders long-horizon market commentary through a retail-investor lens, frequently tying AI and data-center infrastructure trends to broader stock-market dynamics. Episodes balance big-picture themes—AI adoption, hyperscalers, cloud compute, and the rotation between growth and value—with personal investment philosophy, portfolio reflections, and willingness to disclose holdings. A standout element is the host's candid, idiosyncratic approach: a mix of macro context, individual stock commentary, and a Substack-connected cadence that invites readers to follow along with ongoing analysis. Listeners can expect thoughtful, opinionated takes on mega-cap tech, AI infrastructure spend, and how to position a patient, long-term portfolio ami... more

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1. The Compound and Friends
2. The Intrinsic Value Podcast - The Investor’s Podcast Network
3. Bulls vs. Bears

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Rigatoni Capital Podcast launched 6 months ago and published 120 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Rigatoni Capital Podcast?

Recent guests on Rigatoni Capital Podcast include:

1. Eric Balchunas
2. Kevin Bagholder
3. Ken Griffin
4. Jim Chanos
5. Marc Rudajev
6. Jensen Wong
7. Tom Lee
8. Jeremy Grantham

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