Anastasia Amoroso’s Bold SPX 7000 Call and What Could Derail the Rally

RiskReversal Pod

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 7 November 2025

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity’s most powerful trading experience yet: ⁠https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999⁠ Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC Dan Nathan and Guy Adami host Anastasia Amoroso, Chief Investment Strategist at Partners Group, on the RiskReversal Podcast. Anastasia discusses her new role at Partners Group, a firm specializing in private markets including private equity, credit, real estate, infrastructure, and royalties. The conversation covers the Federal Reserve's potential rate cuts, the labor market's weakening state, and inflation concerns. Anastasia highlights the increasing adoption and impact of AI on job markets and corporate productivity. The podcast also explores the anticipated capital market activity, the potential for accelerated earnings growth sparked by rate cuts, and the nuanced state of sectors like financials, healthcare, and gold. Anastasia concludes by emphasizing the need to monitor AI-related investments closely and the significance of strategic focus in both private and public markets to navigate 2026's economic landscape. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:30.8	This episode of Risk Reversal podcast is presented by Fidelity Investments in the all-new Fidelity Trader Plus platform.
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1:11.0	IConnections is the largest membership-only platform for the alternative investment industry.
1:15.0	Bringing together thousands of fund managers and allocators in one powerful hub.
1:18.2	I-Connections re-imagines how the industry connects through its digital offerings and premier in-person events,
1:22.9	empowering allocators and managers to meet, build relationships, and do business anytime, anywhere.
1:27.8	To explore more about IConnections, its events, and gain access to the members-only
1:31.3	platform, visit iConnections.io.
1:35.4	Welcome to the Risk Reversal podcast.
1:37.8	I am Dan Nathan. That is Guy Dami. Guy, how are you?
1:41.5	I'm extraordinarily well. More so today. Do you know why Dan Nathan? No, why? Because Anastasia's joining us. Oh, that would be Anastasia Amaroso. She is the chief investment strategist for private wealth at Partners Group. Anastasia, welcome back to the podcast. Thanks so much. What a lead in. Thanks, guys. Seven timeer, guys. Seven times. She's up high on the list now.
2:02.8	All right. So since you guys last podcasted in April, Anastasia, you've moved on. You have a new
	...

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