HeyJaredRigatoni Capital
Grow wealth through long-term investing in stocks, index funds, and Bitcoin
- Indexed issues, last 90 days
- 27
- Latest publication
- Oct 1, 2026
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- Earliest in this view
- Aug 5, 2026
Latest issues
When TINA Becomes TIGA: Bonds Are an Alternative Again (opens the original)
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For most of my investing career the market has run on TINA, the idea that there is no alternative to stocks, and that made decisions very easy. With the 10-year hitting a fresh 24-year high near 5.3%, I think we have quietly shifted into what Lance Roberts of realinvestmentadvice.com is calling TIGA, there is a good alternative. I am not telling you to sell your stocks, and I am still a stocks-and-Bitcoin buy-and-hold investor at heart, but when a six-month T-bill pays a real yield above inflati
How Robinhood AI Agents Could Run a Kelly Criterion Trading Strategy (opens the original)
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So is it theoretically possible that Robinhood’s new AI agents could eventually run a Kelly Criterion style strategy for you, sizing every trade at a fixed percentage of your bankroll off an algorithm you write yourself? It is a compelling thought for anyone who wants exposure to active trading without sitting in front of charts all day, because the agent runs your scanner and your rules autonomously while you keep your nine-to-five or play 18 holes of golf. As cool as that sounds, I want to be
Why the AI Agent Winners Will Be Decided by Compute (opens the original)
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I break down the “Invest Like the Best” episode with Noah Shin of Instinct, the original personal agent that is invite-only, growing more than 10% a day, and already running $1 billion a year in transaction volume with no app at all, just a text, call, or email. The most important aspect of the entire conversation was the compute problem. Demand is doubling roughly every week, capacity has multi-month lead times, and buying wrong costs three to four times, which is why I think a company like thi
The War I Said Would Never End: Why I'm Starting to Sniff an Iran Exit (opens the original)
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I have said on this show almost every day that the US-Iran war is never going to end, so this is me changing my tune. As of Friday I am starting to sniff a possible exit. The Iranian president went on Fox and Meet the Press claiming he cannot get his money out of China, which tells me the economic blockades are working, and after the summit China signaled it does not want Iran to have a nuclear weapon. I am not saying it is over, and I am not changing what I buy or hold because of it, but the ma
Bessent's Bond Buybacks: Signaling, Not Substance | Marc Rudajev (opens the original)
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This week’s guest is Marc Rudajev of The increased purchases of longer dated Treasury bills is something Marc believes is more of a signaling effect and not much more, and it’s likely the bond market has sniffed that out fast as we see yields continue to climb to multi-decade highs. From there we thought it was important to discuss equity risk premiums (ERPs), and why it sits near zero. Marc continued to remind us that hyperscalers issuing debt is still going to compete with Treasuries, and we d
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