EPISODE · Jan 17, 2025 · 28 MIN
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.
What this episode covers
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.
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AMI Asset Management Investment Perspective Episode #10 - 1/17/2025
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