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AMI Asset Management Investment Perspective Episode #32 - 6/20/2025 episode artwork

EPISODE · Jun 20, 2025 · 33 MIN

AMI Asset Management Investment Perspective Episode #32 - 6/20/2025

from AMI Asset Management Investment Perspective · host AMI Asset Management

In this week’s episode of the AMI Investment Perspective, the team discusses the Fed’s rate decision, housing market weakness, and the growing threat of stagflation. They break down major corporate developments, including SoftBank’s T-Mobile stake sale, Amazon’s Prime Day expansion and workforce AI shift, and Microsoft’s layoffs and evolving relationship with OpenAI. The team also covers energy market volatility amid escalating Middle East tensions, AI talent wars led by Meta, and the ongoing diversification in the semiconductor space. Consumer trends, retail data, and a look at public investment in sports round out a packed agenda.

What this episode covers

In this week’s episode of the AMI Investment Perspective, the team discusses the Fed’s rate decision, housing market weakness, and the growing threat of stagflation. They break down major corporate developments, including SoftBank’s T-Mobile stake sale, Amazon’s Prime Day expansion and workforce AI shift, and Microsoft’s layoffs and evolving relationship with OpenAI. The team also covers energy market volatility amid escalating Middle East tensions, AI talent wars led by Meta, and the ongoing diversification in the semiconductor space. Consumer trends, retail data, and a look at public investment in sports round out a packed agenda.

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AMI Asset Management Investment Perspective Episode #32 - 6/20/2025

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Frequently Asked Questions

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

This episode is 33 minutes long.

When was this AMI Asset Management Investment Perspective episode published?

This episode was published on June 20, 2025.

What is this episode about?

In this week’s episode of the AMI Investment Perspective, the team discusses the Fed’s rate decision, housing market weakness, and the growing threat of stagflation. They break down major corporate developments, including SoftBank’s T-Mobile stake...

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.
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