The Business Brew

Amanda Agati - Cautiously Optimistic

Jun 2, 2022
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Episode notes
1
Introduction
00:00 • 2min
2
Panc's Chief Investment Officer
01:50 • 2min
3
The 20 Twenties Have Been an Interesting Start of a Decade
03:33 • 2min
4
Is Your Dog a Giant?
05:11 • 2min
5
We're Still Feeling the Effects of the Mackero Head Winds
06:58 • 5min
6
Is C One a Recession, or a Hard Comp?
11:30 • 2min
7
Is There a Period of Inflation?
14:00 • 5min
8
What's Everyone Buyingright?
19:17 • 2min
9
Energy Market Outlook - Is Supply Coming Soon?
20:47 • 2min
10
I'm Skeptical That We'll Be Able to Meaningfully Move the Needle in the Short Run
22:23 • 2min
11
How Do You Keep All This in Your Head?
24:24 • 2min
12
What Was Your Career Path Like?
26:04 • 2min
13
I Like Equity Over the Long Term
28:05 • 3min
14
When Growth Hits a Pocket?
31:04 • 2min
15
Investing in Long Term Assets - Is There a Time Horizon?
33:24 • 3min
16
Is the Fed Fighting a Battle That It Can't Actually Win?
36:11 • 5min
17
Is There a Silver Bullet in the Global Economy?
40:48 • 3min
18
Is the Fed in a Predicament?
43:42 • 4min
19
The Fed Is Not Going to Be Successful, Is It?
48:04 • 3min
20
Supply Chain Diversification, Cap Ax Investment
51:13 • 2min
21
Inflationary Pressures in the US, Right?
53:05 • 2min
22
Is There Still a Lot of Opportunity in Private Markets?
54:43 • 3min
23
Cryptocurrency: Is It a Crypto Winter?
57:19 • 5min
24
The Future of Cryptocurrency
01:02:28 • 2min
25
Productivity Growth
01:04:01 • 2min
26
You're in the Dog House, Okay?
01:05:37 • 3min
27
You Know, I'm a Servant Leader, and You Treat People Well
01:08:52 • 3min