Podcast

AMI Asset Management Investment Perspective

Join AMI Asset Management's Investment Team as they discuss topics impacting the equity markets and economy. Chris Sessing, CFA, Chief Investment Officer Andy Zamfotis, CFA, Equity Portfolio Manager…

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Latest episodes

  1. Bad News, Good Market? What the Jobs Report Means for the Fed7 Aug 2026
  2. Is the AI Trade Back? Three Tests That Matter31 Jul 2026
  3. Beyond Ozempic: The Next-Generation Weight-Loss Peptides Coming in 202724 Jul 2026
  4. The AI Discernment Phase: The Era of 'Spend at All Costs' Is Over17 Jul 2026
  5. Nike, Pepsi, and the Battle for a Strained Consumer10 Jul 2026
  6. Did the AI Tech Spend Just Hit a Wall?26 Jun 2026
  7. The U.S.-Iran Deal: Energy Markets, Inflation, Elections and the Natural Gas Opportunity18 Jun 2026
  8. Free Pizza and Grimace Collectibles: How Restaurants Are Hustling for a Short-Term Sales Bump12 Jun 2026
  9. The First Real Crack: What Happens When AI Buyers Refuse to Pay the Bill?5 Jun 2026
  10. Rate Hikes Back on the Table? How a Supply Shock is Forcing the Fed's Hand29 May 2026