Market Volatility, Tariffs & Fed Moves: Anastasia Amoroso’s 2025 Investment Playbook

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 18 April 2025

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

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Summary

Guy Adami and Anastasia Amoroso, Managing Director and Chief Investment Strategist at iCapital, discuss the current state of the markets and the impact of persistent volatility. They cover the effects of rising tariffs, shifting Fed policies, and how investors can navigate uncertainty by balancing defensive positions with long-term opportunities. Anastasia shares insights on sector resilience, the outlook for banks, and the evolving role of trade deals in shaping market sentiment. They also explore the future of U.S. manufacturing, the labor market, and the global shift in supply chains. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Transcript

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0:00.0	Balance your trading strategy by adding futures. CME group helps you manage risk and capture opportunities in all market environments.
0:09.1	Capitalize on around the clock access to highly liquid global futures and options market across all major asset classes.
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0:19.7	Plug into valuable educational materials and trading tools and see what adding futures can do for you at cMEgroup.com slash on the tape.
0:31.2	IConnections is the largest membership only platform for the alternative investment industry, bringing together thousands of fund managers
0:38.5	and allocators on a single powerful platform. Through its platform and premier in-person events,
0:44.7	I Connections reimagines how the industry connects, empowering allocators and managers to meet,
0:50.6	build relationships, and do business anytime, anywhere. This June, join us at Global
0:56.6	Alts, New York, June 9th and 10th, one of the most anticipated alternative investment events
1:02.6	of the year where deals happen. Thousands of curated one-on-one meetings, cutting-edge thought
1:08.4	leadership, and unmatched networking opportunities all in one place.
1:12.7	To explore more about IConnections events and gain access to its members-only platform,
1:18.4	visit IConnections.I.L.
1:22.5	Welcome to the Risk Reversal Podcast, Guy Adami.
1:25.8	Today I'm joined by a friend, but somebody who,
1:28.9	when she's on television, regardless of network, you have to listen and turn the volume up.
1:33.7	That's Anastasia Amoroso. She is the managing director, chief investment strategist at I Capital.
1:40.2	How are you?
1:40.8	Great to see you. Pretty good. How are you?
1:42.9	Well, you were here last in October 11th of last year.
1:46.9	A lot's changed since then.
1:48.0	We were just talking before this show about what really was transpiring.
	...

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