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
Om Podcasten
Welcome to The Business Brew
This podcast’s mission is to dig deep into the thought patterns and analysis of investors and business people. The podcast stemmed from Bill Brewster consistently feeling like he was listening to prepackaged material while listening to podcasts. Instead, he wanted long form, in depth, discussions about finance, capital allocation, and the psychology of investing/business.
Bill is a private investor. He cohosts the podcast Value: After Hours with Tobias Carlisle and Jake Taylor. Tobias, Jake and Bill met at a Berkshire Hathaway meeting and formed a lasting friendship. And, as it turns out, people really like the podcast.
While Bill tries to replicate Warren Buffett and Charlie Munger’s thought processes, he is heavily influenced by Bill Miller III, Stan Druckenmiller, and others. This podcast is his attempt to dig deeper into other investing/business philosophies and share the knowledge with the world.
We are interested in interviewing portfolio managers, Wall Street sell side analysts, buy side analysts, private investors, owner operators, and anyone that is willing to go in depth about running a company/division. So, if you are interested in participating please email us with the subject “Guest Appearance.”
Disclaimer: Bill manages a portfolio under the name of Sullimar Capital Group. This podcast is for informational and educational purposes only. Nothing in this podcast or on SullimarCapital.Group is investment advice. All information in this is opinion based, potentially biased, and requires verification.
Bill and his guests make no representation, warranty or undertaking, express or implied, as to the accuracy, reliability, completeness or reasonableness of the information contained in these podcasts. Any assumptions, opinions and estimates expressed constitute the participant’s judgment as of the date thereof and are subject to change without notice. Any projections contained in the information are based on a number of assumptions as to market conditions and there can be no guarantee that any projected outcomes will be achieved. This podcast does not accept any liability for any direct, consequential or other loss arising from reliance on the contents of this presentation.
This podcast series DOES NOT CONSTITUTE AN OFFER TO SELL OR THE SOLICIATION OF AN OFFER TO BUY ANY SECURITIES MENTIONED OR DISCUSSED. Seek the your financial, tax, legal, accounting, or other advisor’s advice before making any investment decisions. We are not your fiduciary or advisor.