Opening Bell After the War: Defense Stocks Surge, Berkshire and AmEx Stumble
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Opening Bell After the War: Defense Stocks Surge, Berkshire and AmEx Stumble
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About this listen
On the first trading day since the outbreak of the US-Iran war, we break down how defense stocks are responding and what long-term investors should be watching. Then we shift to earnings season — what's coming this week and what matters. We close with a look at Berkshire Hathaway and American Express weakness, and what that signals about consumer and financial sector sentiment. All of it through the Rigatoni Capital lens: macro, geopolitics, and where capital flows next.
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