EPISODE · Mar 28, 2025 · 30 MIN
AMI Asset Management Investment Perspective Episode #20 - 3/28/2025
from AMI Asset Management Investment Perspective · host AMI Asset Management
In this week's podcast we cover the impact of a potential 25% tariff on non-US-made cars, which could lead to price hikes, but may not fully burden consumers. We also discuss concerns over consumer confidence, inflation, and GDP, with challenges in the housing market due to affordability issues. The conversation then shifts to technology, focusing on AI advancements, the challenges facing data centers, and CoreWeave’s IPO.
What this episode covers
In this week's podcast we cover the impact of a potential 25% tariff on non-US-made cars, which could lead to price hikes, but may not fully burden consumers. We also discuss concerns over consumer confidence, inflation, and GDP, with challenges in the housing market due to affordability issues. The conversation then shifts to technology, focusing on AI advancements, the challenges facing data centers, and CoreWeave’s IPO.
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AMI Asset Management Investment Perspective Episode #20 - 3/28/2025
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