Ategenos Capital’s Amy Magnotta on the Magnificent 7, Where the Alpha Is, and The Future of Asset Management
Boxes and Lines13 Joulu 2023

Ategenos Capital’s Amy Magnotta on the Magnificent 7, Where the Alpha Is, and The Future of Asset Management

Amy Magnotta brings her expert take on the state of equity markets to the pod as we approach 2024. The Co-Chief Investment Officer at Ategenos Capital sheds light on everything from the fed's stance on interest rates, alpha drivers and the promising outlook for Japan, and potential tailwinds from the U.S. Infrastructure Investment and Jobs Act. As 2024 looms as a “spicy” election year, Amy shares her strategies for navigating these politically choppy waters. Recorded December 5, 2023.

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Jaksot(100)

The Interns Take Over, Again

The Interns Take Over, Again

Nine interns. Two hosts with varying levels of preparation. Our 2026 intern class joins Ronan and JR to talk about what surprised them about working in finance, how they’re actually using AI, what Gen...

27 Elo 42min

 Can Prediction Markets Become Institutional? - With Rothera's Tom Chippas & Matt Trudeau

Can Prediction Markets Become Institutional? - With Rothera's Tom Chippas & Matt Trudeau

JR and Ronan sit down with Tom Chippas and Matt Trudeau of Rothera, a new federally regulated prediction and event markets exchange. Drawing on decades of experience across exchanges, trading, and mar...

13 Elo 1h 7min

Hamilton, Burr, and 250 Years of American Mythmaking

Hamilton, Burr, and 250 Years of American Mythmaking

Most people know Aaron Burr as the man who killed Alexander Hamilton. But what if that's the least interesting thing about him? In this special Fourth of July B&L re-release celebrating America's 250t...

1 Heinä 37min

The Great Wealth Transfer – With Stephanie Luedke, Head of Neuberger Wealth

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What happens when $84 trillion changes hands? In this episode of Boxes and Lines, Ronan and JR talk with Stephanie Luedke, Head of Private Wealth at Neuberger Berman, about the forces reshaping wealth...

4 Kesä 36min

The Secret Is There Is No Secret - With Ben Carlson

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Ronan and JR sit down with Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth Management, co-host of the Animal Spirits podcast, and author of the new investing book Risk and R...

21 Touko 32min

From the Navy to the NFL to Wall Street with Phil McConkey

From the Navy to the NFL to Wall Street with Phil McConkey

Ronan's boyhood dreams come true when New York Giant Phil McConkey, who was part of the team's 1986 championship win, stops by Boxes and Lines. Phil entered the financial services world after retiring...

4 Touko 33min

Retail Nation - Boxes and Lines Lite

Retail Nation - Boxes and Lines Lite

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16 Huhti 18min

That's Odd!  -- Boxes and Lines Lite

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26 Maalis 12min

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