All Episodes
AMI Asset Management Investment Perspective — 85 episodes
Did the AI Tech Spend Just Hit a Wall?
The U.S.-Iran Deal: Energy Markets, Inflation, Elections and the Natural Gas Opportunity
Free Pizza and Grimace Collectibles: How Restaurants Are Hustling for a Short-Term Sales Bump
The First Real Crack: What Happens When AI Buyers Refuse to Pay the Bill?
Rate Hikes Back on the Table? How a Supply Shock is Forcing the Fed's Hand
ARM’s Silent Victory: The Hidden Chip Powering NVIDIA’s Next Generation
The Peptide Revolution: Why “Ozempic” Is Just the Tip of the Iceberg
The "K" is Breaking: Why Middle-Class Value Brands are Stalling
Agentic AI’s Hidden Cost: The Infrastructure Shift No One Predicted
Winners and Losers of the Hyper-Spend: Google Crushes, Meta Stumbles
The Software Purge: Why AI Uncertainty is Tanking SaaS Giants
The K-Shaped Trap: Why All-Time Highs Aren’t Telling the Whole Story
Vibe-Coding the Fortune 500: Can Agents Truly Replace Enterprise Software?
Did the Easter Bunny Steal 12 Tons of KitKats?
The $5 Gallon Shock: Which Retailers Survive the Gas Price Spike?
Copper vs. Optical: Solving the Next Great AI Infrastructure Bottleneck
The $120 Oil Spike: Can Navy Escorts Save the Global Supply Chain?
The Strait of Hormuz Standoff: Why $100 Oil is the Market’s New Red Line
Netflix’s 11% Surge: The Genius of Saying "No" to Warner Bros
Caffeine Mouthwash & AI Ads: The Bizarre Innovation at CAGNY 2026
The Jarvis Moment: Why OpenAI Just Hired a Weekend Hobbyist
Copper, Rare Earths, and Gold: The Next Supply Crunch?
The Super Bowl Snack War: Why Pepsi is Slashing Game-Day Prices
SanDisk Rockets 1,000%: Why Investors Are Chasing Hardware Over Software
Why Software Maintenance is the "Golden Gate Bridge" of the AI Era
From Weight-Loss Pills to Retail Deals: Navigating the 2026 Consumer Landscape
The Fall of Maduro: What the Venezuela Takeover Means for Your Portfolio
Oil Prices Plunge and Food Giants Split: Surviving the Consumer Spending Shift
$1.5 Trillion Space IPO: Elon Musk, Amazon, and the Next AI Frontier
Netflix Buys Hollywood: Apple's AI Chief Steps Down Before a Surprise Fed Cut
Market Signals Flash Mixed as Jobs Strength Collides with Tech Shifts
High Stakes This Week: Tech Hype, Consumer Stress, and Energy Innovation
Why Only a Few Investors Are Seeing What’s Coming Next
Markets Feel Spooky: Rate Cuts, AI Spending, and Fading Confidence
Inflation Dips, Banks Wobble, and Google Expands in AI Space
Fraud, Credit Cracks, and China Tensions - Are We Near a Breaking Point?
October 17, 2025
China, Tariffs, and the AI Gold Rush
The Great Capital Shift: Are You Ready?
Economic Surprises and AI Investments Reshaping Markets for the Future
Markets on the Edge: Are Stocks Overheated?
Oracle, OpenAI, and the Fed: Markets on the Edge
Labor Weakens, AI Chips Boom, Housing and Retail in Focus
Trump Targets the Fed, AI Powers Markets, Apple Teases Future
AI Bubble or Boom? Market Insights After Powell’s Jackson Hole Remarks.
AMI Asset Management Investment Perspective Episode #40 - 8/15/2025
How Anna Wintour, Sydney Sweeney, and AI are affecting your Portfolio
AMI Asset Management Investment Perspective Episode #38 - 8/01/2025
AMI Asset Management Investment Perspective Episode #37 - 7/25/2025
AMI Asset Management Investment Perspective Episode #36 - 7/18/2025
AMI Asset Management Investment Perspective Episode #35 - 7/11/2025
AMI Asset Management Investment Perspective Episode #34 - 7/03/2025
AMI Asset Management Investment Perspective Episode #33 - 6/27/2025
AMI Asset Management Investment Perspective Episode #32 - 6/20/2025
AMI Asset Management Investment Perspective Episode #31 - 6/13/2025
AMI Asset Management Investment Perspective Episode #30 - 6/06/2025
AMI Asset Management Investment Perspective Episode #29 - 5/30/2025
AMI Asset Management Investment Perspective Episode #28 - 5/23/2025
AMI Asset Management Investment Perspective Episode #27 - 5/16/2025
AMI Asset Management Investment Perspective Episode #26 - 5/09/2025
AMI Asset Management Investment Perspective #25 - 5/2/2025
AMI Asset Management Investment Perspective Episode #24 - 4/25/2025
AMI Asset Management Investment Perspective Episode #23 - 4/17/2025
AMI Asset Management Investment Perspective Episode #22 - 4/11/2025
AMI Asset Management Investment Perspective Episode #21 - 4/4/2025
AMI Asset Management Investment Perspective Episode #20 - 3/28/2025
AMI Asset Management Investment Perspective Episode #19 - 3/21/2025
AMI Asset Management Investment Perspective Episode #18 - 3/14/2025
AMI Asset Management Investment Perspective Episode #17 - 3/7/2025
AMI Asset Management Investment Perspective Episode #16 - 2/28/2025
AMI Asset Management Investment Perspective Episode #15 - 2/21/2025
AMI Asset Management Investment Perspective Episode #14 - 2/14/2025
AMI Asset Management Investment Perspective Episode #13 - 2/7/2025
AMI Asset Management Investment Perspective Episode #12 - 1/31/2025
AMI Asset Management Investment Perspective - Episode #11 - 1/24/2025
AMI Asset Management Investment Perspective Episode #10 - 1/17/2025
AMI Asset Management Investment Perspective Episode #9 - 1/3/2025
AMI Asset Management Investment Perspective Episode #8 - 12/20/2024
AMI Asset Management Investment Perspective Episode #7 - 12/13/2024
AMI Asset Management Investment Perspective Episode #6 - 12/6/2024
AMI Asset Management Investment Perspective Episode #5 - 11/22/2024
AMI Asset Management Investment Perspective Episode #4 - 11/15/2024
AMI Asset Management Investment Perspective Episode #3 - 11/8/2024
AMI Asset Management Investment Perspective Episode #2 - 10/25/2024
AMI Asset Management Investment Perspective Episode #1 - 10/18/2024