PodParley PodParley
PodParley
AMI Asset Management Investment Perspective Episode #33 - 6/27/2025 episode artwork

EPISODE · Jun 27, 2025 · 41 MIN

AMI Asset Management Investment Perspective Episode #33 - 6/27/2025

from AMI Asset Management Investment Perspective · host AMI Asset Management

In this episode, the team discusses recent geopolitical developments, including U.S. involvement in the Israel-Iran conflict and its impact on markets. They analyze updated economic data pointing to slowing consumer spending and shifting Fed policy expectations. The conversation covers key corporate earnings in the consumer and technology sectors, with commentary on companies like Nike, General Mills, and Micron. The team also examines advancements in AI and autonomous vehicles, including Tesla’s robotaxi launch and Waymo’s progress. Finally, they touch on evolving U.S.-China trade relations and their implications for energy and fixedincome markets.

What this episode covers

In this episode, the team discusses recent geopolitical developments, including U.S. involvement in the Israel-Iran conflict and its impact on markets. They analyze updated economic data pointing to slowing consumer spending and shifting Fed policy expectations. The conversation covers key corporate earnings in the consumer and technology sectors, with commentary on companies like Nike, General Mills, and Micron. The team also examines advancements in AI and autonomous vehicles, including Tesla’s robotaxi launch and Waymo’s progress. Finally, they touch on evolving U.S.-China trade relations and their implications for energy and fixedincome markets.

NOW PLAYING

AMI Asset Management Investment Perspective Episode #33 - 6/27/2025

0:00 41:10

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

333. The Fiat Trap with Nicolas Cary

Jul 7, 2026 ·54m

332. Principles of Economics Lecture 17: Defense

Jun 30, 2026 ·98m

331. Palestine, Israel & Property Rights - Interview with Mario Nawfal

Jun 23, 2026 ·35m

330. Rothbard At 100 - A Tribute And Assessment

Jun 16, 2026 ·100m

329. Principles of Economics Lecture 16: Violence

Jun 9, 2026 ·83m

328. Property Rights: The Root Cause of the Palestinian-Israeli Conflict

Jun 2, 2026 ·50m

Similar Podcasts

Rich Dad's Guide to Investing II Robert T. Kiyosaki II Full Audiobook II Robert T. Kiyosaki Investing means different things to different people… and there is a huge difference between passive investing and becoming an active, engaged investor. Rich Dad’s Guide to Investing, one of the three core titles in the Rich Dad Series, covers the basic rules of investing, how to reduce your investment risk, how to convert your earned income into passive income… plus Rich Dad’s 10 Investor Controls.The Rich Dad philosophy makes a key distinction between managing your money and growing it… and understanding key principles of investing is the first step toward creating and growing wealth. This book delivers guidance, not guarantees, to help anyone begin the process of becoming an active investor on the road to financial freedom. Tao Te Ching by Laozi (Author), Stephen Mitchell (Full Audiobook) Laozi Lao-tzu's Tao Te Ching, or Book of the Way, is the classic manual on the art of living, and one of the wonders of the world. In eighty-one brief chapters, the Tao Te Ching looks at the basic predicament of being alive and gives advice that imparts balance and perspective, a serene and generous spirit. This book is about wisdom in action. It teaches how to work for the good with the effortless skill that comes from being in accord with the Tao (the basic principle of the universe) and applies equally to good government and sexual love; to child rearing, business, and ecology.Stephen Mitchell's bestselling version has been widely acclaimed as a gift to contemporary culture. Zero Așteptări Paul Puscas Podcastul nostru, este un refugiu de pace și introspecție în tumultul cotidian și în mijlocul așteptărilor adesea nerealiste ale societății. Ne-am dedicat acest spațiu digital pentru a oferi o platformă celor care doresc să exploreze diverse perspective și să participe la discuții deschise, autentice, fără prejudecăți sau anticipații predeterminate. Fiecare episod pe care îl lansăm este o invitație la reflecție și explorare personală, acoperind o gamă largă de subiecte, de la dezvoltare personală și spiritualitate, la cultură, artă și știință, prezentate întotdeauna într-o manieră acc We Study Billionaires - The Investor’s Podcast Network The Investor's Podcast Network We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market.We Study Billionaires is the largest stock investing podcast show in the world with 180,000,000+ downloads and is hosted by Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve.This podcast also includes the Richer Wiser Happier series hosted by best-selling author William Green. William regularly interviews legendary investors such as Mohnish Pabrai and Guy Spier, exploring what they can teach us about how to succeed in markets and life.And finally, our Bitcoin Fundamentals series is hosted by Preston Pysh, where he interviews prominent figures in the Bitcoin and macroeconomic space. To learn more about TIP, you can visit theinvestorspodcast.com or subscribe to our free daily newsletter <a hre

Frequently Asked Questions

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

This episode is 41 minutes long.

When was this AMI Asset Management Investment Perspective episode published?

This episode was published on June 27, 2025.

What is this episode about?

In this episode, the team discusses recent geopolitical developments, including U.S. involvement in the Israel-Iran conflict and its impact on markets. They analyze updated economic data pointing to slowing consumer spending and shifting Fed policy...

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.
URL copied to clipboard!