ABOUT THIS EPISODE
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 investors, and can be found on all major platforms like YouTube, Spotify, Apple, etc. 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.
This episode was streamed live on X and YouTube. You can find me on X at @Djhottowns.
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Disclaimer: 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.
Timestamps:0:00 Intro / stream setup0:22 Rick Santelli breaks down the CPI report3:46 10-Year Treasury hits key yield level3:57 Fed rate hike odds jump after CPI7:46 Scott Bessent on the bond market10:14 Thoughts on "transitory" inflation12:13 Adobe & Oracle earnings reaction13:10 Oracle stock breakdown14:46 Adobe stock breakdown15:59 Jensen Huang on AI & cybersecurity17:46 CrowdStrike valuation talk19:56 Goldman Sachs recaps SpaceX presentation23:02 GrokBot / Cursor AI agents25:31 AI-linked inflation categories27:12 Record cell phone price jump & CPI27:59 L3Harris & the defense sector31:31 MP Materials32:01 Freedom ETF international exposure32:26 Waste Management32:45 American Express34:04 Eli Lilly34:28 Berkshire Hathaway35:28 TransDigm Group37:07 Casey's General Store38:33 Closing thoughts & outro
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