AMI Asset Management Investment Perspective Episode #19 - 3/21/2025

In this week's episode the team discusses the mixed economic outlook, with signs of a potential recession ahead. In tech, we explore how AI continues to dominate, with companies like Nvidia and Google leading innovations, while in the consumer sector, retail sales for companies like General Mills and Nike face challenges amid weak consumer confidence. There is also a conversation regarding FedEx, who is struggling with rising costs, consumer weakness, and geopolitical uncertainties, adding further pressure to the broader economic landscape.