AMI Asset Management Investment Perspective

By AMI Asset Management

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Category: Investing

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Episodes: 83

Description

Join AMI Asset Management's Investment Team as they discuss topics impacting the equity markets and economy. Guest speakers include: Chris Sessing, CFA, Chief Investment Officer Andy Zamfotis, CFA, Equity Portfolio Manager Richard Schimbor, CFA, Senior Equity Analyst Andrhe Cunha, Equity Analyst Dan Schniedwind, CFA, Managing Director of Fixed Income AMI Asset Management is a SEC Registered Investment Advisor based in Los Angeles and founded in 1994. The firm manages Domestic Growth Equities and Fixed Income assets on behalf of high-net-worth individuals and institutional investors.

Episode Date
Free Pizza and Grimace Collectibles: How Restaurants Are Hustling for a Short-Term Sales Bump
Jun 12, 2026
The First Real Crack: What Happens When AI Buyers Refuse to Pay the Bill?
Jun 05, 2026
Rate Hikes Back on the Table? How a Supply Shock is Forcing the Fed's Hand
May 29, 2026
ARM’s Silent Victory: The Hidden Chip Powering NVIDIA’s Next Generation
May 22, 2026
The Peptide Revolution: Why “Ozempic” Is Just the Tip of the Iceberg
May 15, 2026
The "K" is Breaking: Why Middle-Class Value Brands are Stalling
May 08, 2026
Agentic AI’s Hidden Cost: The Infrastructure Shift No One Predicted
May 08, 2026
Winners and Losers of the Hyper-Spend: Google Crushes, Meta Stumbles
May 01, 2026
The Software Purge: Why AI Uncertainty is Tanking SaaS Giants
Apr 24, 2026
The K-Shaped Trap: Why All-Time Highs Aren’t Telling the Whole Story
Apr 17, 2026
Vibe-Coding the Fortune 500: Can Agents Truly Replace Enterprise Software?
Apr 09, 2026
Did the Easter Bunny Steal 12 Tons of KitKats?
Apr 02, 2026
The $5 Gallon Shock: Which Retailers Survive the Gas Price Spike?
Mar 27, 2026
Copper vs. Optical: Solving the Next Great AI Infrastructure Bottleneck
Mar 20, 2026
The $120 Oil Spike: Can Navy Escorts Save the Global Supply Chain?
Mar 13, 2026
The Strait of Hormuz Standoff: Why $100 Oil is the Market’s New Red Line
Mar 06, 2026
Netflix’s 11% Surge: The Genius of Saying "No" to Warner Bros
Feb 27, 2026
Caffeine Mouthwash & AI Ads: The Bizarre Innovation at CAGNY 2026
Feb 20, 2026
The Jarvis Moment: Why OpenAI Just Hired a Weekend Hobbyist
Feb 20, 2026
Copper, Rare Earths, and Gold: The Next Supply Crunch?
Feb 13, 2026
The Super Bowl Snack War: Why Pepsi is Slashing Game-Day Prices
Feb 06, 2026
SanDisk Rockets 1,000%: Why Investors Are Chasing Hardware Over Software
Jan 30, 2026
Why Software Maintenance is the "Golden Gate Bridge" of the AI Era
Jan 23, 2026
From Weight-Loss Pills to Retail Deals: Navigating the 2026 Consumer Landscape
Jan 16, 2026
The Fall of Maduro: What the Venezuela Takeover Means for Your Portfolio
Jan 09, 2026
Oil Prices Plunge and Food Giants Split: Surviving the Consumer Spending Shift
Dec 19, 2025
$1.5 Trillion Space IPO: Elon Musk, Amazon, and the Next AI Frontier
Dec 12, 2025
Netflix Buys Hollywood: Apple's AI Chief Steps Down Before a Surprise Fed Cut
Dec 05, 2025
Market Signals Flash Mixed as Jobs Strength Collides with Tech Shifts
Nov 21, 2025
High Stakes This Week: Tech Hype, Consumer Stress, and Energy Innovation
Nov 14, 2025
Why Only a Few Investors Are Seeing What’s Coming Next
Nov 07, 2025
Markets Feel Spooky: Rate Cuts, AI Spending, and Fading Confidence
Oct 31, 2025
Inflation Dips, Banks Wobble, and Google Expands in AI Space
Oct 24, 2025
Fraud, Credit Cracks, and China Tensions - Are We Near a Breaking Point?
Oct 17, 2025
October 17, 2025
Oct 17, 2025
China, Tariffs, and the AI Gold Rush
Oct 10, 2025
The Great Capital Shift: Are You Ready?
Oct 03, 2025
Economic Surprises and AI Investments Reshaping Markets for the Future
Sep 26, 2025
Markets on the Edge: Are Stocks Overheated?
Sep 19, 2025
Oracle, OpenAI, and the Fed: Markets on the Edge
Sep 12, 2025
Labor Weakens, AI Chips Boom, Housing and Retail in Focus
Sep 05, 2025
Trump Targets the Fed, AI Powers Markets, Apple Teases Future
Aug 29, 2025
AI Bubble or Boom? Market Insights After Powell’s Jackson Hole Remarks.
Aug 22, 2025
AMI Asset Management Investment Perspective Episode #40 - 8/15/2025
Aug 15, 2025
How Anna Wintour, Sydney Sweeney, and AI are affecting your Portfolio
Aug 08, 2025
AMI Asset Management Investment Perspective Episode #38 - 8/01/2025
Aug 01, 2025
AMI Asset Management Investment Perspective Episode #37 - 7/25/2025
Jul 25, 2025
AMI Asset Management Investment Perspective Episode #36 - 7/18/2025
Jul 18, 2025
AMI Asset Management Investment Perspective Episode #35 - 7/11/2025
Jul 11, 2025
AMI Asset Management Investment Perspective Episode #34 - 7/03/2025
Jul 03, 2025
AMI Asset Management Investment Perspective Episode #33 - 6/27/2025
Jun 27, 2025
AMI Asset Management Investment Perspective Episode #32 - 6/20/2025
Jun 20, 2025
AMI Asset Management Investment Perspective Episode #31 - 6/13/2025
Jun 13, 2025
AMI Asset Management Investment Perspective Episode #30 - 6/06/2025
Jun 06, 2025
AMI Asset Management Investment Perspective Episode #29 - 5/30/2025
May 30, 2025
AMI Asset Management Investment Perspective Episode #28 - 5/23/2025
May 23, 2025
AMI Asset Management Investment Perspective Episode #27 - 5/16/2025
May 16, 2025
AMI Asset Management Investment Perspective Episode #26 - 5/09/2025
May 09, 2025
AMI Asset Management Investment Perspective #25 - 5/2/2025
May 02, 2025
AMI Asset Management Investment Perspective Episode #24 - 4/25/2025
Apr 25, 2025
AMI Asset Management Investment Perspective Episode #23 - 4/17/2025
Apr 17, 2025
AMI Asset Management Investment Perspective Episode #22 - 4/11/2025
Apr 11, 2025
AMI Asset Management Investment Perspective Episode #21 - 4/4/2025
Apr 04, 2025
AMI Asset Management Investment Perspective Episode #20 - 3/28/2025
Mar 28, 2025
AMI Asset Management Investment Perspective Episode #19 - 3/21/2025
Mar 21, 2025
AMI Asset Management Investment Perspective Episode #18 - 3/14/2025
Mar 14, 2025
AMI Asset Management Investment Perspective Episode #17 - 3/7/2025
Mar 07, 2025
AMI Asset Management Investment Perspective Episode #16 - 2/28/2025
Feb 28, 2025
AMI Asset Management Investment Perspective Episode #15 - 2/21/2025
Feb 21, 2025
AMI Asset Management Investment Perspective Episode #14 - 2/14/2025
Feb 14, 2025
AMI Asset Management Investment Perspective Episode #13 - 2/7/2025
Feb 07, 2025
AMI Asset Management Investment Perspective Episode #12 - 1/31/2025
Jan 31, 2025
AMI Asset Management Investment Perspective - Episode #11 - 1/24/2025
Jan 24, 2025
AMI Asset Management Investment Perspective Episode #10 - 1/17/2025
Jan 17, 2025
AMI Asset Management Investment Perspective Episode #9 - 1/3/2025
Jan 04, 2025
AMI Asset Management Investment Perspective Episode #8 - 12/20/2024
Dec 20, 2024
AMI Asset Management Investment Perspective Episode #7 - 12/13/2024
Dec 13, 2024
AMI Asset Management Investment Perspective Episode #6 - 12/6/2024
Dec 06, 2024
AMI Asset Management Investment Perspective Episode #5 - 11/22/2024
Nov 22, 2024
AMI Asset Management Investment Perspective Episode #4 - 11/15/2024
Nov 15, 2024
AMI Asset Management Investment Perspective Episode #3 - 11/8/2024
Nov 08, 2024
AMI Asset Management Investment Perspective Episode #2 - 10/25/2024
Oct 28, 2024
AMI Asset Management Investment Perspective Episode #1 - 10/18/2024
Oct 21, 2024