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Investors / stance tracking

What Amy Oldenburg is saying

Head of Digital Asset Strategy, Morgan Stanley

3 dated public stances tracked since 2025-10-01, most recently 2025-10-01. 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 Amy Oldenburg'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. Amy Oldenburg is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.

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3
tracked stances
3
themes
0
side flips
2025-10-01
last heard

Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.

Most-argued themes

ThemeStancesLeanMixLast
China Equities11 bullish2025-10-01
UAE11 bullish2025-10-01
USD11 bearish2025-10-01

Tracked stances

bullish / bearish is a view they argued; owns / short is a position they said they hold.

2025-10-01 USD bearish Forward Guidance · video
Dollar has already fallen ~9% this year and further weakening is likely, acting as a direct tailwind for EM equity and FX returns
“we do think there's still an opportunity for that dollar to weaken going forward”
90d -1.7% · 180d -5.2%
Emerging Markets, Stablecoins & Why You Should Look Beyond the U.S. | Amy Oldenburg
2025-10-01 China Equities bullish Forward Guidance · video
China is delivering tangible leadership in robotics, EV, and biotech (Innovation 3.0) and is up 40%+ over the past year, yet institutional investors who had been ex-China are only now forced back in, creating continued inflow momentum
“now China's up over 40%... now we have investors saying I need to have exposure to China”
90d -5.5% · 180d -14.5%
Emerging Markets, Stablecoins & Why You Should Look Beyond the U.S. | Amy Oldenburg
2025-10-01 UAE bullish Forward Guidance · video
Saudi Arabia and UAE are aggressively deploying capital into AI infrastructure, and their equity markets have selectively outperformed as that investment cycle plays out
“Saudi Arabia and the UAE are both pushing AI quite significantly”
90d +1.3% · 180d -5.1%
Emerging Markets, Stablecoins & Why You Should Look Beyond the U.S. | Amy Oldenburg

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