Trump Targets the Fed, AI Powers Markets, Apple Teases Future episode artwork

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.

Episode metadata supplied by the publisher feed · Published Aug 29, 2025

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Trump Targets the Fed, AI Powers Markets, Apple Teases Future

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