AMI Asset Management Investment Perspective Episode #21 - 4/4/2025

from AMI Asset Management Investment Perspective · host AMI Asset Management

In this podcast, we discuss the latest economic updates, including rising layoffs, mixed job data, and the impact of tariffs across various sectors. We explore how global trade tensions affect the tech industry, as well as consumer discretionary sectors such as automobiles, apparel, and footwear. The episode also touches on the future of AI, semiconductor partnerships, and the resilience in staples and utilities amid ongoing uncertainties.

Episode metadata supplied by the publisher feed · Published Apr 4, 2025

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AMI Asset Management Investment Perspective Episode #21 - 4/4/2025

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This episode is 36 minutes long.

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This episode was published on April 4, 2025.

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