Amanda Agati is the Chief Investment Strategist for PNC Financial Services Group. In this role, Amanda leads the team which establishes overall strategic and tactical asset allocation guidance of client portfolios, oversees the evolution of investment processes, provides thought leadership on key investment issues, and authors numerous publications.
In this conversation, we discuss COVID-19, the Federal Reserve, inflation, the Presidential election, trade policy, whether 60/40 portfolios are dead, betting odds, and Bitcoin.
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Pomp writes a daily letter to over 50,000 investors about business, technology, and finance. He breaks down complex topics into easy to understand language, while sharing opinions on various aspects of each industry. You can subscribe at https://www.pompletter.com