Amanda Agati

speaker
32 appearances 10 recordings 1 series first heard Jun 2026 last heard 13 Sep

Amanda Agati’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
4 · Sep OctJan 26AprJulnow

Recordings per month over the last 12 months — 10 in all, peaking in Sep 2026 with 4.

Appearances

newest first · ▶ plays the moment
Clearly, corporate America is in really good shape.
I think this earnings season in particular, the story extended well beyond the mag sevens.
Clearly, corporate America is in really good shape.
I think this earnings season in particular, the story extended well beyond the MAG-7.
Clearly, corporate America is in really good shape.
I think this earnings season in particular, the story extended well beyond the MAG-7.
Clearly corporate America is in really good shape.
Um I think this earnings season in particular the story extended well beyond the Mag Seven.
I think the underlying fundamentals, at least so far out of the gates, and at least as a function of the positive revisions we saw over the course of the second quarter, are really certainly good enough, I think, to keep the market, the rally, the AI trade, all of these things intact.
The question is, when are the fundamentals going to catch up?
And so I think, you know, the minute a negative headline, even if it's a small one, comes into the equation, when investor expectations are so high and valuations are starting to get stretched, it just doesn't leave a lot of headroom.
So this feels natural and healthy to get a little bit of a reset here after just an extraordinary run.
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