Squawk on the Street SOTS 2nd Hour: The Inflation Debate, Malone On The Record, & The Private Market Push 11/13/25
Nov 13, 2025
Anastasia Amorosa, Chief Investment Strategist at Partners Group, analyzes market trends and predicts a year-end rally, while discussing the impact of labor market shifts and AI layoffs. Ben Miller, CEO of Fundrise, shares insights on democratizing private investing and the strong performance of their venture fund. Michael Morris from Guggenheim provides a critical look at Disney's mixed quarterly results and its streaming strategy, debating the future of the media giant amidst market pressures.
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Recent Food Inflation Pickup
- Food inflation accelerated in early November, with grocery price growth rising from ~2.8% to ~3.2% and more categories exceeding 3%.
- Sara Eisen notes this recent pickup may reflect tariff-related pressures and is worrying for affordability and holiday spending.
Fed Faces Data Fog Before December Meeting
- The Fed will face a foggy data picture going into early December because some official data remain delayed after the shutdown.
- Hosts warn this uncertainty makes the probability of a December rate cut hard to pin down and increases market risk.
Diversify Away From Pure Semiconductor Bets
- Diversify beyond semiconductors into data center and business-application software to reduce concentration risk.
- Anastasia Amoroso advises investors to look for public and private opportunities in those areas.