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. 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.

  2. 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.

  3. 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.

  4. Jul 31

    Is the AI Trade Back? Three Tests That Matter

    In this episode, the team discusses the sharp reversal in AI infrastructure stocks, the role of crowded positioning and leverage, and why strong company results initially failed to support share prices. The team examines how forced selling across U.S. and South Korean markets distorted price signals, even as demand, backlogs, and cloud growth remained strong. The conversation also explores whether lower-cost AI models could shift value toward hyperscale platforms and why investors should distinguish between the durability of the AI investment theme and the financing structures built around it. The team closes by outlining the market signals that could help determine whether the recent rebound represents a durable recovery.   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. Jul 24

    Beyond Ozempic: The Next-Generation Weight-Loss Peptides Coming in 2027

    In this episode, the team discusses the emerging gray market for medical peptides, highlighting popular compounds like BPC-157, GLP-1 alternatives, and next-generation weight-loss therapies like retatrutide. They unpack the ongoing FDA Pharmacy Compounding Advisory Committee meeting, evaluating the regulatory push-and-pull around allowing 503A compounding pharmacies to produce these compounds safely in the U.S. Finally, the team breaks down the commercial landscape for telehealth platforms like HIMSS, analyzing the hurdles of patient adoption, the role of placebo effects in subjective treatments, and the timeline for these therapies to reach a regulated 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.

  6. Jul 17

    The AI Discernment Phase: The Era of 'Spend at All Costs' Is Over

    In this episode, the team discusses the transition of the artificial intelligence trade into the "discernment phase," analyzing a volatile week where record-breaking hardware earnings met a massive tech sell-off. The team unpacks how historic pre-announcements from legacy giants are revealing a reallocation of corporate IT budgets away from software and into crucial hardware, physical grid infrastructure, and cybersecurity. They outline why the enterprise playbook is shifting toward cost-optimized model routing to match workloads with cheaper, open-weight models instead of default frontier options. Finally, the team explains how they are positioning their portfolios around architecture-agnostic toll roads and robust cyber defenses to capture the capex supercycle without underwriting highly cyclical commodity semiconductor risks. 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. Jul 10

    Nike, Pepsi, and the Battle for a Strained Consumer

    In this episode, the team discusses the shifting state of the American consumer as major companies report mixed results heading into the critical back-to-school shopping season. The team analyzes corporate updates from brands like Nike and Pepsi, highlighting a worrying trend where recent price cuts have failed to stimulate positive consumer traffic or volume growth. They unpack how elevated gas prices, shifting demographics, and structural secular shifts like the rising adoption of GLP-1 weight loss drugs are altering traditional consumer behavior. Finally, the team looks ahead to the upcoming retail earnings season to determine if consumer-focused companies can successfully defend their profit margins while re-engaging price-sensitive shoppers under political pressure.   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. Jun 26

    Did the AI Tech Spend Just Hit a Wall?

    In this episode, the team discusses how the rapid build-out of artificial intelligence infrastructure is hitting its first major financial constraints, driven primarily by a massive structural shortage and skyrocketing costs in the memory chip market. The team explores how these rising input costs are trickling down to consumers through hardware price hikes from tech giants like Apple and Microsoft, while triggering high volatility in global tech stock indices. Finally, they examine emerging signs of discipline from major cloud hyperscalers who are beginning to push back against a "spend forever" mentality by turning toward open-source, multi-model architectures and custom silicon to control costs.   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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