Episode Details
Back to EpisodesMarket Volatility, Tariffs & Fed Moves: Anastasia Amoroso’s 2025 Investment Playbook
Episode 54
Published 1 year, 4 months ago
Description
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.
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