HeyJaredRigatoni Capital Podcast
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- Indexed episodes, last 90 days
- 56
- Latest publication
- Sep 17, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest episodes
The Fed Hiked Into a Supply Shortage. Good Luck on that! (opens the original)
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The Fed delivered a hawkish hike yesterday, and I dig into why I think raising a quarter point does nothing for the inflation people feel at the grocery store. My argument is that this is a supply problem, from El Niño-hit crops to the rare-earth and energy crunch, and tightening into a supply shortage does not fix it. I also call out Fed Chair Kevin Warsh for talking out of both sides of his mouth, claiming the Fed cannot move the price of any single item while also selling the hike as help for
Hours From the Fed: A Rate Hike, Depleted Missiles, and Expensive Tech (opens the original)
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The Fed decides at 2pm today, and I still have lingering doubts about whether they hike, even with the market convinced. The defense theme is front and center after the Pentagon's first Iran-war inspector general report, which found that heavy munitions use during Operation Epic Fury left strategic inventory shortfalls and exposed industrial-base bottlenecks in restocking. To me that validates the reshoring and defense case I have made from the start: the weaponry has to be rebuilt, those order
The 10-Year Hit 5%. Time to Rethink Tech Stocks? (opens the original)
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We get into the equity risk premium (ERP), shout out to Fulcrum, which presents that this has flipped negative for the first time since the dot-com bubble. This is where the ten-year sits at 5% above the market's forward earnings yield of roughly 4.5%. On this particular metric, it makes stocks the most expensive they have been relative to bonds in decades, and I explain my thoughts at the end of the podcast. I finally get to the five themes from Goldman's tech conference too, from AI capex conv
The AI Slowdown Is Fake News (opens the original)
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AI stocks are selling off hard this morning after Anthropic CEO Dario Amodei's weekend essay calling to pace the frontier and slow AI capability gains, a view Sam Altman and Elon Musk echoed. Nvidia, Caterpillar, and Lam Research, all top holdings of mine, are getting whacked on this news. My take is that the AI slowdown narrative is fake news for a long-term investor, and selling your AI infrastructure names over a headline would be a mistake. I lay out why the selloff misreads the story. A cal
CPI Friday - Live Stream Edit (opens the original)
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August CPI landed with the headline in line at 3.4% year over year but core a tick hot at 0.3% on the month, sending next week's rate-hike odds to around 90% and pushing the ten-year to the edge of 5%. I break it down live, from Rick Santelli's CPI read to why I still think the Fed could hold and lean on PCE to stall, along with Scott Bessent on the bond market, Oracle and Adobe earnings, and a run through my watchlist. Rigatoni Capital is a daily morning podcast for long term, buy and hold inve
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