#394: Amanda Agati on Tactical Asset Allocation

The Pomp Podcast

Anthony Pompliano

Business, Investing

4.8 • 1.9K Ratings

🗓️ 28 September 2020

⏱️ 77 minutes

🔗️ Recording | iTunes | RSS

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Summary

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. ============================== Choice is a new self-directed IRA product that I'm really excited about. If you are listening to this, you are likely part of the 7.1 million bitcoin owners who have retirement accounts with dollars in them, but not bitcoin. I was in that situation too. Now you can actually buy real Bitcoin in your retirement account. I'm talking about owning your private keys and using tax-advantaged dollars to do it too. Absolute game changer. https://www.retirewithchoice.com/pomp ============================== 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

Transcript

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0:00.0	What's up, everyone? This is Anthony Pompliano. Most of you know me as Pomp. You're listening to the Pomp podcast, simply the best podcast out there. Let's kick this thing off.
0:11.5	Amanda Agatty is the chief investment strategist for PNC Financial Services Group. In this role, Amanda leads the team, which establishes overall strategic and tactical asset
0:21.9	allocation guidance of client portfolios, oversees the evolution of investment processes,
0:27.4	provides thought leadership on key investment issues, and authors numerous publications.
0:32.2	In this conversation, we discuss COVID-19, the Federal Reserve, inflation, the presidential election, trade policy,
0:40.4	whether 60-40 portfolios are dead, betting odds, and Bitcoin.
0:44.5	I really, really enjoy this conversation with Amanda, and I hope you guys do as well.
0:49.0	Before we get into the episode, though, I want to quickly talk about our sponsors.
0:52.5	First up is Block 5.
0:54.2	I really love these guys. I'm an investor. I sit on the board, and I'm quickly talk about our sponsors. First up is BlockFi. I really love these guys.
0:55.6	I'm an investor.
0:56.4	I sit on the board and I'm a heavy user of their products.
0:59.1	They've got three products so far.
1:01.1	You can buy and sell crypto on their crypto exchange.
1:03.4	You can deposit crypto and take out a U.S. dollar loan
1:06.3	against your crypto collateral.
1:07.9	Or you can earn up to 8.6% interest in an interest-bearing account.
1:12.4	Go check them out at blockfi.com slash pomp.
1:15.8	Again, blockfi.com slash pomp.
1:18.7	They'll also be coming out with a Bitcoin rewards credit card at the end of this year,
1:22.4	and that's something to look forward to.
1:24.6	Blockfi.com slash pomp.
	...

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