AMI Asset Management Investment Perspective

AMI Asset Management
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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 Richard Schimbor, CFA, Senior Equity Analyst Andrhe Cunha, Equity Analyst Dan Schniedwind, CFA, Managing Director of Fixed Income AMI 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.

  1. 3d ago

    “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.

  2. Sep 25

    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.

  3. Sep 18

    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.

  4. Sep 11

    What Happens When AI Starts Shopping for You?

    In this episode, the team discusses the latest signals on the health of the U.S. consumer as spending data, sentiment, and company commentary continue to paint a mixed picture. The team examines rising inflation concerns, competitive pressures across retail and consumer staples, and how higher gas prices could influence spending heading into the end of the year. The discussion also explores how AI is beginning to affect consumer-facing businesses, from autonomous transportation and AI agents to new opportunities for companies to reduce costs. The team closes by considering why company-specific execution and market share gains may become increasingly important in a challenging consumer environment.   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.

  5. Sep 4

    The $2 Trillion Problem Facing the Bond Market

    In this episode, the team discusses the recent rise in Treasury yields and the combination of forces putting upward pressure on interest rates. The team examines U.S. deficit spending, inflation and energy prices, Federal Reserve policy, global debt markets, and the growing supply of corporate debt tied to the AI infrastructure buildout. The discussion also explores how higher yields affect both fixed income and equity markets, including the increasing competition for investor capital as high-quality bonds offer more attractive income. The team closes by considering whether much of the recent repricing has already occurred and what could drive Treasury yields from here.   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.

  6. Aug 21

    The Price War for the American Consumer

    In this episode, the team discusses the increasingly mixed picture of the U.S. consumer as retail sales, confidence data, credit card spending, and recent retailer earnings send conflicting signals. The team examines signs of greater price sensitivity and trade-down behavior alongside areas where spending remains resilient, including back-to-school activity and select retail categories. The discussion also explores how housing costs, inflation, promotions, and changing competitive dynamics are influencing where consumers choose to spend. With the holiday season approaching, the team considers whether recent weakness represents a broader pullback or a consumer becoming increasingly selective about when and where to open their wallet.   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.

  7. Aug 14

    AI Has a Power Problem. Who Pays for It?

    In this episode, the team discusses how the rapid expansion of data centers is reshaping electricity demand, utility infrastructure spending, and the cost of power for consumers. The team examines the growing debate over who should pay for new generation and grid infrastructure, along with the regulatory and political response emerging across several states. The discussion explores how technology companies are pursuing alternatives such as behind-the-meter generation, natural gas, nuclear power, and eventually small modular reactors as grid constraints become more significant. The team also considers the emerging idea of space-based data centers and what the search for new sources of power could mean for investment opportunities across technology, utilities, energy, and industrials. 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.

  8. Aug 7

    Bad News, Good Market? What the Jobs Report Means for the Fed

    In this episode, the team discusses the July employment report and the signs of weakening beneath the headline unemployment rate. The team examines declining labor force participation, the shift from full-time to part-time employment, the rise in multiple job holders, and why the current environment increasingly resembles a low-hiring, low-firing labor market. The discussion also explores the challenges of interpreting preliminary jobs data given significant revisions and what softer employment conditions could mean for Federal Reserve policy. For now, weaker labor data may reduce pressure for higher interest rates, creating an unusual environment where disappointing economic news can receive a positive market response.   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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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 Richard Schimbor, CFA, Senior Equity Analyst Andrhe Cunha, Equity Analyst Dan Schniedwind, CFA, Managing Director of Fixed Income AMI 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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