AMI Asset Management Investment Perspective Episode #18 - 3/14/2025

In this week's episode, we discuss how recent market volatility has been driven by inflation concerns and uncertainty around tariff talks, leading to fluctuations in stock valuations and a 10% pullback. Tech companies, like Apple, are facing setbacks, such as delays in AI-powered Siri features, raising questions about their competitiveness, while consumer sentiment has dropped to its lowest since November 2022 due to inflation expectations. Also explored is that despite some market uncertainty, some consumer sectors are seeing growth. Additionally, we discuss the volatility in the fixed income market.