Amanda Agati: Repo Madness

The Phil Bak Podcast

Amanda Agati joins the show to talk about her recent promotion to CIO of PNC Bank and to give a macro overview of the markets. She explains what is going on in the Repo markets and across the macroeconomic landscape. She discusses what alternative data she uses to understand the markets, what the Fed is doing to depress volatility, whether equities are historically expensive, and more.