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. 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.

  1. 5H AGO

    The Strait of Hormuz Standoff: Why $100 Oil is the Market’s New Red Line

    In this episode, the team discusses a range of market pressures, beginning with a shifting investor sentiment toward AI capital expenditure as massive spending plans from tech giants face new scrutiny over return on investment. The team breaks down the "consternations" currently impacting software companies and the private credit market, including how the rise of AI-driven coding and high-profile bankruptcies are challenging established industry models. Additionally, they analyze the severe economic implications of geopolitical tensions in the Strait of Hormuz, rising oil prices, and a recent jobs report that missed expectations by a staggering margin, fueling further fears about AI-related labor disruption. 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 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 andopinions 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 AMIstrategy 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 futurereturns 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.

    19 min

  2. FEB 27

    Netflix’s 11% Surge: The Genius of Saying "No" to Warner Bros

    In this episode, the team discusses a volatile week in themarkets triggered by a viral, fictionalized report on a "2028 Global Intelligence Crisis" that fueled fears of a massive AI-driven deflationary collapse. The team explores the impact of these skittish investor sentiments on enterprise software and "friction businesses" like DoorDash and Uber, while also analyzing a series of real-world earnings reports from companies like Salesforce, Workday, and Snowflake as they navigate the shift toward AI-integrated consumption models. They also weigh the significance of Block’s massive workforce reduction against the backdrop of NVIDIA's "perfection-priced" earnings and the resolution of the high-stakes bidding war between Netflix and Paramount for Warner Bros. Discovery assets. 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.

    27 min

  3. FEB 20

    Caffeine Mouthwash & AI Ads: The Bizarre Innovation at CAGNY 2026

    In this episode, the team discusses the key takeaways fromthe 2026 Consumer Analyst Group of New York (CAGNY) conference, a pivotal event where industry leaders outlined their strategies for navigating a volatile retail environment. The team explores the implications of General Mills’surprising guidance cut and the broader struggle of branded staples to reclaim volume from value-seeking consumers and private labels. They also analyze emerging headwinds like the impact of GLP-1 weight-loss medications on food consumption and the shifting business models of giants like Pepsi, Kraft Heinz, and Walmart. Finally, the team breaks down how innovations in AI and recent Supreme Court rulings on tariffs are set to reshape the competitive landscape for consumer goods in the year ahead.   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 andopinions 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 AMIstrategy 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 futurereturns 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.

    19 min

  4. FEB 20

    The Jarvis Moment: Why OpenAI Just Hired a Weekend Hobbyist

    In this episode, the team discusses the rise of "OpenClaw," a revolutionary open-source AI agent that marks a shift from simple chatbots to persistent, autonomous assistants with human-like memory. The team breaks down how this "Jarvis moment" is reshaping the tech landscape, triggering a massive scramble among major AI labs like OpenAI and Meta to capture the orchestration layer between humans and data. By exploring the hardware demands for high-bandwidth memory and the cybersecurity risks of giving agents root access to personal devices, the team provides a critical look at the real-world ROI and the potential disruption of the traditional SaaS business model. 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 andopinions 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.

    31 min

  5. FEB 13

    Copper, Rare Earths, and Gold: The Next Supply Crunch?

    In this episode, the team discusses the recent surge incommodity prices and whether the global economy may be entering a new commodity super cycle driven by AI, electrification, and infrastructure spending. They explore tightening supply and rising demand in key metals such as copper and rare earth elements, highlighting the capital intensity, long development timelines, and growing geopolitical risks tied to concentrated global production. The conversation also examines the rally in precious metals, including gold and silver, as central banks reassess reserve strategies amid fiscal concerns and shifting global dynamics. The episode concludes with a perspective on how these forces fit within a disciplined investment approach focused on durable, cash-generating businesses rather than commodity speculation.   Please note that some of the companies discussed in this podcast may be held in an AMI strategy or in personal accounts including TSLA, FCX, BHT, MP and F.

    14 min

  6. FEB 6

    The Super Bowl Snack War: Why Pepsi is Slashing Game-Day Prices

    In this episode, the team discusses the sudden resurgence ofconsumer staples, exploring why this traditionally "unloved" sector is seeing its highest relative strength since 1995. The team breaks down the defensive rotation away from volatile tech stocks, the temporary sales boost from Winter Storm Fern, and the impact of historic cocoa and tariff relief on companies like Hershey and McCormick. Finally, they examine the significant 15% price cuts at Pepsi and Walmart’s milestone as the first trillion-dollar retailer, offering a selective outlook on which brands can withstand the long-term headwinds of GLP-1 drugs and a strapped lower-income consumer.   Please note that some of the companies discussed in thispodcast may be held in an AMI strategy or in personal accounts including HSY,MKC, CL, PG, CLX, ELF, EL, CPB, UTZ, PEP, WMT, and COST

    21 min

  7. JAN 30

    SanDisk Rockets 1,000%: Why Investors Are Chasing Hardware Over Software

    In this episode, the team discusses a high-stakes week intech earnings, analyzing why strong financial results from companies like Microsoft, Apple, and SAP were met with a surprisingly brutal market reaction. The team explores the shifting investor narrative that now favors "picks and shovels" hardware providers like SanDisk over traditional enterprisesoftware, which is facing a valuation re-rating amid fears of AI disruption. By examining Meta’s aggressive capital expenditure and the growing importance of AI monetization, the team highlights how long-term investors can identify value in the "software graveyard" while navigating a market currently driven by short-term momentum and AI-infrastructure demand.   Please note that some of the companies discussed in thispodcast may be held in an AMI strategy or in personal accounts including AAPL, MSFT, NOW, SNDK, AMZN, GOOGL, TSLA, IBM, SAP, ADBE, and CRM.

    21 min

  8. JAN 23

    Why Software Maintenance is the "Golden Gate Bridge" of the AI Era

    In this episode, the team discusses the growing concern that artificial intelligence tools like Anthropic’s "Cowork" could render traditional enterprise software models obsolete. The team explores the "build vs. buy" economic reality for businesses, using a Golden Gate Bridge analogy to illustrate why the hidden costs of software maintenance, security, and hosting often outweigh the perceived savings of AI-generated applications. By analyzing the "data moat" of platforms like Salesforce and ServiceNow, the team provides a framework for identifying which SaaS companies are truly vulnerable and which remain essential systems of record in an AI-driven world. Please note that some of the companies discussed in this podcast may be held in an AMI strategy or in personal accounts including SNOW, CRM, NOW, ADBE, AMZN, and MSFT.

    32 min
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About

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.

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