AMI Asset Management Investment Perspective Episode #40 -...

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

This episode is 21 minutes long.

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

This episode was published on August 15, 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, 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.

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