AMI Asset Management Investment Perspective Episode #28 -...

Q: How long is this episode of AMI Asset Management Investment Perspective?

This episode is 40 minutes long.

Q: When was this AMI Asset Management Investment Perspective episode published?

This episode was published on May 23, 2025.

Q: Can I download this AMI Asset Management Investment Perspective episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

What this episode covers

In this episode of the AMI Investment Perspective, the team dives into the latest macroeconomic indicators, housing trends, and shifting energy policy following a new U.S. tax bill. They explore developments in the tech and AI sectors, including Apple’s tariff challenges and NVIDIA’s AI hardware expansion in the Middle East. The conversation also covers healthcare and consumer stocks, highlighting a key drug trial and the implications of changing regulations on packaged foods. The team offers sharp takes on earnings reports from major retailers like Target, Nike, and Home Depot amid growing concerns about tariffs and consumer spending.

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