Investors / stance tracking
What Amanda Agati is saying
FollowFollowingUnfollowCIO, PNC Asset Management Group
4 dated public stances tracked since 2026-10-09, most recently 2026-10-09. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Amanda Agati's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Amanda Agati is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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4
tracked stances
4
themes
0
side flips
2026-10-09
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| SMALL AND MID-CAP EQUITIES | 1 | 1 bearish | 2026-10-09 | |
| Small Caps | 1 | 1 bearish | 2026-10-09 | |
| USTS | 1 | 1 bullish | 2026-10-09 | |
| VALUE EQUITIES | 1 | 1 bullish | 2026-10-09 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-09
VALUE EQUITIES
bullish
Bloomberg TV (uncut) · uncut_tv
Inflation persistence and a rising rate environment historically tilt the advantage toward value stocks over growth, making value an attractive pocket amid current macro chop
“if you're going to look for a pocket of opportunity amid a little bit of chop, value looks pretty good”
Bloomberg TV uncut 2026-10-09 09:06 ET (30 min)
Said again: 2026-10-09 (Bloomberg TV (uncut))
2026-10-09
SMALL AND MID-CAP EQUITIES
bearish
Bloomberg TV (uncut) · uncut_tv
Rising rates and persistent inflation disproportionately pressure small and mid-cap companies and the lower-end consumers they depend on, making them more vulnerable than large-cap multinationals
“I do worry about small and mid-cap in particular, small business owners, the lower end consumer”
Bloomberg TV uncut 2026-10-09 09:06 ET (30 min)
2026-10-09
Small Caps
bearish
Bloomberg TV (uncut) · uncut_tv
Rate sensitivity and pressure on the lower-end consumer will concentrate pain in small and mid caps rather than large-cap multinationals, which are better insulated
“I do worry about small and mid cap in particular small business owners the lower end consumer”
Bloomberg TV uncut 2026-10-09 09:09 ET (30 min)
Rate volatility has created entry opportunities in bonds that offer better risk-adjusted returns than cash, which is optionality not an investment strategy
“cash creates optionality. It is not an investment strategy. It's not a winning one”
Bloomberg TV uncut 2026-10-09 09:09 ET (30 min)
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