AMI Asset Management Investment Perspective Episode #10 - 1/17/2025

from AMI Asset Management Investment Perspective · host AMI Asset Management

This week’s episode discussed economic updates, highlighting modest inflation progress and surprising growth in housing starts, despite ongoing affordability challenges. In healthcare, IRA drug price negotiations featured Ozempic and Wegovy, with potential impacts on Novo and Lilly. Apple faced a stock dip amid demand concerns, while Taiwan Semiconductor reported strong AI chip demand. The Supreme Court’s TikTok ban added urgency for ByteDance to divest, potentially reshaping the social media landscape.

Episode metadata supplied by the publisher feed · Published Jan 17, 2025

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AMI Asset Management Investment Perspective Episode #10 - 1/17/2025

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This episode was published on January 17, 2025.

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