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Kandungan disediakan oleh Ronan Ryan, John Ramsay, Ronan Ryan, and John Ramsay. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Ronan Ryan, John Ramsay, Ronan Ryan, and John Ramsay atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Ategenos Capital’s Amy Magnotta on the Magnificent 7, Where the Alpha Is, and The Future of Asset Management

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Manage episode 389249897 series 2570074
Kandungan disediakan oleh Ronan Ryan, John Ramsay, Ronan Ryan, and John Ramsay. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Ronan Ryan, John Ramsay, Ronan Ryan, and John Ramsay atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Amy Magnotta brings her expert take on the state of equity markets to the pod as we approach 2024. The Co-Chief Investment Officer at Ategenos Capital sheds light on everything from the fed's stance on interest rates, alpha drivers and the promising outlook for Japan, and potential tailwinds from the U.S. Infrastructure Investment and Jobs Act. As 2024 looms as a “spicy” election year, Amy shares her strategies for navigating these politically choppy waters. Recorded December 5, 2023.

  continue reading

100 episod

Artwork
iconKongsi
 
Manage episode 389249897 series 2570074
Kandungan disediakan oleh Ronan Ryan, John Ramsay, Ronan Ryan, and John Ramsay. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Ronan Ryan, John Ramsay, Ronan Ryan, and John Ramsay atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Amy Magnotta brings her expert take on the state of equity markets to the pod as we approach 2024. The Co-Chief Investment Officer at Ategenos Capital sheds light on everything from the fed's stance on interest rates, alpha drivers and the promising outlook for Japan, and potential tailwinds from the U.S. Infrastructure Investment and Jobs Act. As 2024 looms as a “spicy” election year, Amy shares her strategies for navigating these politically choppy waters. Recorded December 5, 2023.

  continue reading

100 episod

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