Amanda Agati - Cautiously Optimistic

Amanda Agati stops by The Business Brew to discuss her investment outlook going forward.

Amanda is Managing Director and Chief Investment Strategist for the PNC Financial Services Group. In this role, she oversees all investment strategy-related activities for the Institutional Asset Management, Wealth Management, and Hawthorn (ultra-high-net-worth) businesses. In addition, she leads the team that establishes overall strategic and tactical asset allocation guidance of client portfolios, manages the evolution of investment processes, provides thought leadership on key investment issues, and is the author of numerous publications. She also performs research and analytics that help drive the overall investment recommendations of the firm while also managing the firm’s asset allocation models.

Amanda is a self described optimist.  Her opinions are nuanced and thoughtful.  This conversation touches on a number of topics and is quite balanced.  There is even some stuff in here for dog lovers.  We hope you enjoy!

Follow Amanda on Twitter: https://twitter.com/AmandaAgatiPNC

Find out more about Amanda's views at: https://www.pnc.com/insights/authors/amanda-e-agati.html

This episode is brought to you by Bastiat Partners, a boutique investment banking firm.  See https://bastiatpartners.com/.  Detailed show notes below.

Album art photo taken by Mike Ando. Please see www.mikeando.com.

Thank you to @mathewpassy (on Twitter) for the show production.

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Detailed Show Notes:

Opening - General discussion

12:40 - Thoughts on the economy

14:55 - Stagflation?

16:40 - Importance of diversification

22:10 - Energy discussion

26:05 - Career path

29:30 - Quality growth for the long term

34:10 - Thinking opportunistically in this market

41:30 - Impact of supply shortages

44:25 - Investor whiplash

51:40 - The need for supply chain diversification

55:40 - Does an illiquidity premium make sense?

58:10 - Crypto winter (for now)

1:07:10 - What Amanda attributes her success to