AMI Asset Management Investment Perspective Episode #40 - 8/15/2025

from AMI Asset Management Investment Perspective · host AMI Asset Management

In this episode, the team discusses recent CPI and PPI data,exploring what it could mean for upcoming Federal Reserve rate cuts. Theyhighlight steady retail sales but note weakening consumer confidence and jobmarket concerns. Discussion covers restaurant industry shifts, with valuechains outperforming premium brands. Technology updates include legal andmarket developments impacting Google, Apple, semiconductors, and AIinfrastructure. The episode wraps with insights on energy markets, theTrump–Putin meeting, and rising natural gas demand.

Episode metadata supplied by the publisher feed · Published Aug 15, 2025

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AMI Asset Management Investment Perspective Episode #40 - 8/15/2025

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This episode is 21 minutes long.

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This episode was published on August 15, 2025.

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