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AMI Asset Management Investment Perspective: Daily Summaries Delivered
by AMI Asset Management
Join AMI Asset Management's Investment Team as they discuss topics impacting the equity markets and economy. Chris Sessing, CFA, Chief Investment OfficerAndy Zamfotis, CFA, Equity Portfolio ManagerRichard Schimbor, CFA, Senior Equity AnalystAndrhe Cunha, Equity AnalystDan Schniedwind, CFA, Managing Director of Fixed IncomeAMI Asset Management is a Securities and Exchange Commission-registered investment advisor. Full disclosure at https://www.amiassetmanagement.com/. The firm manages Domestic Growth Equities and Fixed Income assets on behalf of investors.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 3 days ago23 min
The Election's Ripple Effect Across Markets
In this episode, the team discusses how the November U.S. election results and the subsequent market volatility are influencing the outlook across major equity sectors. The discussion examines potential implications for healthcare funding, financial institutions, and the AI infrastructure buildout, including growing scrutiny of data center development and electricity costs. The team also explores how shifts in geopolitical expectations could affect energy and defense stocks, while affordability concerns and consumer confidence shape the outlook for retailers and consumer staples. Throughout the episode, the team considers which market reactions may reflect meaningful changes in business fundamentals and which depend on policy expectations that have yet to materialize. This podcast is prepared and distributed by AMI Asset Management (AMI), an SEC-registered investment adviser (registration does not imply a certain level of skill or training). The information contained herein, and the opinions expressed are those of AMI as of the date of writing, prepared solely for general informational and discussion purposes. The information contained in this podcast has been compiled by AMI from sources believed to be reliable; however, AMI does not make any representation as to their accuracy, completeness or correctness and does not accept liability for any loss arising from the use hereof. Such information and opinions are subject to change without notice due to changes in market or economic conditions and may not necessarily come to pass. References to specific securities are not intended as recommendations of said securities. Please note that some of the securities mentioned may be held in an AMI strategy or in personal accounts. The reader should not assume that any investments in securities, sectors and markets identified or described were or will be profitable. Investing entails risks, including possible loss of principal. Past performance is not a guide to future performance and future returns are not guaranteed. The investment strategies referenced may not be suitable or appropriate for all investors depending on their specific investment objectives and financial situation and potential investors should consult with their own financial professional before determining whether to invest in the strategy.
- 4 days ago25 min
The New Roadblocks to AI's Buildout
In this episode, the team discusses how the recent U.S. election and growing scrutiny of data center development are reshaping the outlook for AI infrastructure investment. The discussion examines why major cloud platforms have held up better than semiconductor and infrastructure suppliers, despite concerns about permitting delays, electricity costs, and potential restrictions on new construction. The episode also explores how strong underlying AI demand can coexist with slower infrastructure spending, and why financial strength and access to existing computing capacity may become increasingly important competitive advantages. Finally, the team considers what investors should monitor to distinguish temporary construction delays from a more meaningful slowdown in AI demand. This podcast is prepared and distributed by AMI Asset Management (AMI), an SEC-registered investment adviser (registration does not imply a certain level of skill or training). The information contained herein, and the opinions expressed are those of AMI as of the date of writing, prepared solely for general informational and discussion purposes. The information contained in this podcast has been compiled by AMI from sources believed to be reliable; however, AMI does not make any representation as to their accuracy, completeness or correctness and does not accept liability for any loss arising from the use hereof. Such information and opinions are subject to change without notice due to changes in market or economic conditions and may not necessarily come to pass. References to specific securities are not intended as recommendations of said securities. Please note that some of the securities mentioned may be held in an AMI strategy or in personal accounts. The reader should not assume that any investments in securities, sectors and markets identified or described were or will be profitable. Investing entails risks, including possible loss of principal. Past performance is not a guide to future performance and future returns are not guaranteed. The investment strategies referenced may not be suitable or appropriate for all investors depending on their specific investment objectives and financial situation and potential investors should consult with their own financial professional before determining whether to invest in the strategy.
- 1 weeks ago10 min
Medical Breakthroughs: New Hope in Cancer and Kidney Disease
In this episode of AMI Investment Perspective, Chris Sessing, CIO and Portfolio Manager, discusses promising medical breakthroughs highlighted at recent oncology and kidney conferences. Topics include Merck and Moderna’s personalized cancer vaccine, advancements in targeted cancer therapies, and new treatments for IgA nephropathy that could significantly slow kidney disease progression. Chris explores the clinical potential, challenges, and investment opportunities emerging from these innovations.This podcast is prepared and distributed by AMI Asset Management (AMI), an SEC-registered investment adviser (registration does not imply a certain level of skill or training). The information contained herein, and the opinions expressed are those of AMI as of the date of writing, prepared solely for general informational and discussion purposes. The information contained in this podcast has been compiled by AMI from sources believed to be reliable; however, AMI does not make any representation as to their accuracy, completeness or correctness and does not accept liability for any loss arising from the use hereof. Such information and opinions are subject to change without notice due to changes in market or economic conditions and may not necessarily come to pass. References to specific securities are not intended as recommendations of said securities. Please note that some of the securities mentioned may be held in an AMI strategy or in personal accounts. The reader should not assume that any investments in securities, sectors and markets identified or described were or will be profitable. Investing entails risks, including possible loss of principal. Past performance is not a guide to future performance and future returns are not guaranteed. The investment strategies referenced may not be suitable or appropriate for all investors depending on their specific investment objectives and financial situation and potential investors should consult with their own financial professional before determining whether to invest in the strategy.
- 3 weeks ago8 min
The Global Fuel Supply Squeeze
In this episode, the team discusses the forces driving fuelprices higher and why rising costs at the pump cannot be explained by crude oil prices alone. The discussion examines how tightening refining capacity, China's restrictions on fuel exports, and disruptions to Russian supply are contributing to higher gasoline and diesel prices. The team also explores thegeopolitical risks surrounding the Strait of Hormuz and Bab el-Mandeb, along with the implications of declining strategic reserves. The episode closes by considering how these pressures could affect inflation, energy markets, and the outlook for fuel prices. This podcast is prepared and distributed by AMI Asset Management (AMI), an SEC-registered investmentadviser (registration does not imply a certain level of skill or training). The information contained herein, and the opinions expressed are those of AMI as of the date of writing, prepared solely for general informational and discussionpurposes. The information contained in this podcast has been compiled by AMI from sources believed to be reliable; however, AMI does not make any representation as to their accuracy, completeness or correctness and does notaccept liability for any loss arising from the use hereof. Such information and opinions are subject to change without notice due to changes in market or economic conditions and may not necessarily come to pass. References tospecific securities are not intended as recommendations of said securities. Please note that some of the securities mentioned may be held in an AMI strategy or in personal accounts. The reader should not assume that any investments in securities, sectors and markets identified or described were or will be profitable. Investing entails risks, including possible loss of principal. Past performance is not a guide to future performance and future returns are not guaranteed. The investment strategies referenced may not be suitable or appropriate for all investors depending on their specific investment objectives and financial situation and potential investors should consult with their own financial professional before determining whether to invest in the strategy.
- Oct 9, 202615 min
AI's Next Bottleneck: Keeping the Lights On
In this episode, the team discusses several developments shaping the technology and AI investment landscape, including the growing importance of energy infrastructure in supporting AI expansion. The team examines why power availability, grid connections, and equipment shortages may pose greater near-term challenges to data center development than AI regulation itself. The discussion also explores recent volatility surrounding OpenAI revenue reports, SpaceX's potential entry into the wireless market, and the continued strength of cybersecurity companies as AI agents become more widely adopted. The team closes by highlighting the key developments to watch as earnings season approaches, particularly cloud spending, power infrastructure investment, and cybersecurity demand. This podcast is prepared and distributed by AMI Asset Management (AMI), an SEC-registered investment adviser (registration does not imply a certain level of skill or training). The information contained herein, and the opinions expressed are those of AMI as of the date of writing, prepared solely for general informational and discussion purposes. The information contained in this podcast has been compiled by AMI from sources believed to be reliable; however, AMI does not make any representation as to their accuracy, completeness or correctness and does not accept liability for any loss arising from the use hereof. Such information and opinions are subject to change without notice due to changes in market or economic conditions and may not necessarily come to pass. References to specific securities are not intended as recommendations of said securities. Please note that some of the securities mentioned may be held in an AMI strategy or in personal accounts. The reader should not assume that any investments in securities, sectors and markets identified or described were or will be profitable. Investing entails risks, including possible loss of principal. Past performance is not a guide to future performance and future returns are not guaranteed. The investment strategies referenced may not be suitable or appropriate for all investors depending on their specific investment objectives and financial situation and potential investors should consult with their own financial professional before determining whether to invest in the strategy.
- Oct 2, 202635 min
“Order My Usual”: The Next Phase of E-Commerce
In this episode, the team discusses how a new generation of AI agents could change the way consumers shop online. The team examines what happens when consumers can delegate purchases to an agent, from finding the best price and completing transactions to handling recurring everyday purchases. The discussion explores whether removing friction could expand consumer spending, which retailers and intermediaries may face disruption, and how security and trust could influence adoption. The team also considers a potentially significant question for retailers: what happens to advertising and brand discovery when an AI agent, rather than a person, is doing the shopping? This podcast is prepared and distributed by AMI Asset Management (AMI), an SEC-registered investment adviser (registration does not imply a certain level of skill or training). The information contained herein, and the opinions expressed are those of AMI as of the date of writing, prepared solely for general informational and discussion purposes. The information contained in this podcast has been compiled by AMI from sources believed to be reliable; however, AMI does not make any representation as to their accuracy, completeness or correctness and does not accept liability for any loss arising from the use hereof. Such information and opinions are subject to change without notice due to changes in market or economic conditions and may not necessarily come to pass. References to specific securities are not intended as recommendations of said securities. Please note that some of the securities mentioned may be held in an AMI strategy or in personal accounts. The reader should not assume that any investments in securities, sectors and markets identified or described were or will be profitable. Investing entails risks, including possible loss of principal. Past performance is not a guide to future performance and future returns are not guaranteed. The investment strategies referenced may not be suitable or appropriate for all investors depending on their specific investment objectives and financial situation and potential investors should consult with their own financial professional before determining whether to invest in the strategy.
- Sep 25, 202612 min
Bonds Are Paying Investors Again?
In this episode, the team discusses the significant repricing that has taken place across the bond market in 2026 and the forces driving yields higher. The team examines the Federal Reserve’s renewed focus on inflation, the different pressures affecting the short and long ends of the yield curve, and how government borrowing and growing corporate debt issuance are influencing supply and demand. The discussion also explores how higher borrowing costs could eventually affect consumers, housing, and economic growth. The team closes by considering the other side of the bond selloff: investors can now earn meaningfully higher income and positive real yields across parts of the fixed income market. This podcast is prepared and distributed by AMI Asset Management (AMI), an SEC-registered investment adviser (registration does not imply a certain level of skill or training). The information contained herein, and the opinions expressed are those of AMI as of the date of writing, prepared solely for general informational and discussion purposes. The information contained in this podcast has been compiled by AMI from sources believed to be reliable; however, AMI does not make any representation as to their accuracy, completeness or correctness and does not accept liability for any loss arising from the use hereof. Such information and opinions are subject to change without notice due to changes in market or economic conditions and may not necessarily come to pass. References to specific securities are not intended as recommendations of said securities. Please note that some of the securities mentioned may be held in an AMI strategy or in personal accounts. The reader should not assume that any investments in securities, sectors and markets identified or described were or will be profitable. Investing entails risks, including possible loss of principal. Past performance is not a guide to future performance and future returns are not guaranteed. The investment strategies referenced may not be suitable or appropriate for all investors depending on their specific investment objectives and financial situation and potential investors should consult with their own financial professional before determining whether to invest in the strategy.
- Sep 18, 202625 min
The AI Pause That Probably Isn’t
In this episode, the team discusses the growing debate over whether the development of advanced AI should slow down and what that could mean for investors. The team examines recent calls for stronger safety measures, the practical challenges of coordinating an AI slowdown, and the important distinction between training new models and deploying the models that already exist. The discussion also explores cybersecurity, hyperscaler infrastructure spending, data center constraints, and the growing role of AI agents in everyday workflows. The team closes by considering why technological success alone does not guarantee attractive investment returns and why price and capital discipline remain critical as the AI cycle develops. This podcast is prepared and distributed by AMI Asset Management (AMI), an SEC-registered investment adviser (registration does not imply a certain level of skill or training). The information contained herein, and the opinions expressed are those of AMI as of the date of writing, prepared solely for general informational and discussion purposes. The information contained in this podcast has been compiled by AMI from sources believed to be reliable; however, AMI does not make any representation as to their accuracy, completeness or correctness and does not accept liability for any loss arising from the use hereof. Such information and opinions are subject to change without notice due to changes in market or economic conditions and may not necessarily come to pass. References to specific securities are not intended as recommendations of said securities. Please note that some of the securities mentioned may be held in an AMI strategy or in personal accounts. The reader should not assume that any investments in securities, sectors and markets identified or described were or will be profitable. Investing entails risks, including possible loss of principal. Past performance is not a guide to future performance and future returns are not guaranteed. The investment strategies referenced may not be suitable or appropriate for all investors depending on their specific investment objectives and financial situation and potential investors should consult with their own financial professional before determining whether to invest in the strategy.
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About 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 OfficerAndy Zamfotis, CFA, Equity Portfolio ManagerRichard Schimbor, CFA, Senior Equity AnalystAndrhe Cunha, Equity AnalystDan Schniedwind, CFA, Managing Director of Fixed IncomeAMI Asset Management is a Securities and Exchange Commission-registered investment advisor. Full disclosure at https://www.amiassetmanagement.com/. The firm manages Domestic Growth Equities and Fixed Income assets on behalf of investors.
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