EPISODE · Aug 29, 2025 · 32 MIN
Trump Targets the Fed, AI Powers Markets, Apple Teases Future
from AMI Asset Management Investment Perspective · host AMI Asset Management
In this episode, the team discusses President Trump’s unprecedented attempt to remove Federal Reserve Governor Lisa Cook, the implications for central bank independence, and how markets have reacted across currencies and bonds. The conversation then turns to economic data, highlighting stronger GDP growth, resilient labor market trends, and shifts in consumer sentiment. The team also analyzes key earnings from NVIDIA, Snowflake, MongoDB, CrowdStrike, and Okta, exploring how AI adoption, infrastructure software, and cybersecurity are shaping market dynamics. Looking ahead, they preview Apple’s upcoming product launch and its potential AI ambitions.
What this episode covers
In this episode, the team discusses President Trump’s unprecedented attempt to remove Federal Reserve Governor Lisa Cook, the implications for central bank independence, and how markets have reacted across currencies and bonds. The conversation then turns to economic data, highlighting stronger GDP growth, resilient labor market trends, and shifts in consumer sentiment. The team also analyzes key earnings from NVIDIA, Snowflake, MongoDB, CrowdStrike, and Okta, exploring how AI adoption, infrastructure software, and cybersecurity are shaping market dynamics. Looking ahead, they preview Apple’s upcoming product launch and its potential AI ambitions.
NOW PLAYING
Trump Targets the Fed, AI Powers Markets, Apple Teases Future
No transcript for this episode yet
Similar Episodes
Jul 7, 2026 ·54m
Jun 30, 2026 ·98m
Jun 23, 2026 ·35m
Jun 16, 2026 ·100m
Jun 9, 2026 ·83m