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. 2d ago

    Free Pizza and Grimace Collectibles: How Restaurants Are Hustling for a Short-Term Sales Bump

    In this episode, the team discusses the kickoff of the historic 2026 World Cup in North America, analyzing its massive $13 billion revenue projection and $10 billion advertising splash against surprising domestic apathy and low brand engagement. They break down the tournament's potential investment catalysts across retail, dining, and hospitality, detailing the near-term wholesale boosts for sportswear giants like Nike and Adidas, a sustained volume boom for online sportsbooks, and creative marketing plays from food chains like McDonald's and Domino's. Finally, the team connects the event back to the ongoing reality of a K-shaped consumer economy, highlighting how soaring ticket prices and lackluster hotel bookings across major U.S. cities expose the stark financial pressures facing everyday sports fans. 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.

    16 min

  2. Jun 5

    The First Real Crack: What Happens When AI Buyers Refuse to Pay the Bill?

    In this episode, the team discusses a pivotal week in the technology sector where a new market regime has emerged, punishing record-breaking corporate earnings whenever they fail to surpass vertical expectations. They break down the massive hardware shifts coming out of Computex, including NVIDIA’s next-gen Vera Rubin platform, its tactical push into ARM-based AI PCs, and the massive valuation ripples felt by custom silicon players like Marvell and Broadcom. The team also explores the decoupling of cybersecurity from the broader "SaaS apocalypse," alongside a deeper look into Alphabet’s unprecedented $85 billion equity raise to fund an aggressively accelerating CapEx cycle. Finally, they analyze the historic public market re-openings of tech giants like SpaceX and Anthropic, weighing this massive capital recycling wave against emerging warnings from OpenAI that customers are beginning to balk at the real-world costs of running these models.   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.

    23 min

  3. May 29

    Rate Hikes Back on the Table? How a Supply Shock is Forcing the Fed's Hand

    In this episode, the team discusses the macro forces driving the markets to all-time highs, examining the persistent debate around an AI tech bubble versus the sector's robust profitability. They explore a recent revival in software stocks, looming liquidity tests from upcoming high-profile tech IPOs, and imminent pricing and usage limit shifts for large language models. The team also breaks down the complex reality of global oil supply, analyzing a potential truce regarding the Strait of Hormuz against deep structural damage to domestic inventories and a cautious outlook from major energy producers. Finally, they look at how these supply shocks and elevated gas prices feed directly into a K-shaped economy, where historic lows in consumer sentiment contrast sharply with a market entirely propelled by high-income spending and historic tech infrastructure capex.   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.

    9 min

  4. May 15

    The Peptide Revolution: Why “Ozempic” Is Just the Tip of the Iceberg

    In this episode, the team discusses the rapid evolution ofthe anti-obesity medication market, tracing the history of GLP-1s from their origins in Gila monster saliva to the current dominance of brands like Ozempic and Mounjaro. They analyze the shifting landscape of drug delivery, includingthe rise of oral alternatives and upcoming "triple-action"medications that aim to balance higher efficacy with more manageable side-effect profiles. The team also explores the broad downstream impacts these drugs are having on the economy, from shifting consumer food habits and restaurant portion sizes to new medical frontiers like muscle preservation and the treatment of sleep apnea. Finally, they weigh the long-term potential of this sector as it expands toward a target market of over 35% of the U.S. population, signaling a decade of significant structural change for both the pharmaceutical and consumer goods industries.   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 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.

    20 min

  5. May 8

    The "K" is Breaking: Why Middle-Class Value Brands are Stalling

    In this episode, the team discusses the emerging "cracks" in the consumer economy as persistent inflation and a spike in gas prices begin to drive significant demand destruction. They analyze a "tale of two days" in earnings reports, where early optimism for a K-shaped recovery was met with sobering updates from value leaders like McDonald's and Planet Fitness, suggesting the low-end consumer is increasingly stretched to their limit. The team also explores the disparate impacts of GLP-1 weight loss drugs on various sectors, from potential "super cycles" in apparel and skincare to further headwinds for traditional restaurant chains. Ultimately, the discussion highlights the precarious state of consumer sentiment—which has reached levels of pessimism not seen since the Great Financial Crisis—and the long-term risks posed by sustained energy 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.

    15 min

  6. May 1

    Winners and Losers of the Hyper-Spend: Google Crushes, Meta Stumbles

    In this episode, the team discusses a pivotal week in techwhere AI capital expenditure transitioned from speculative to factual, with major hyperscalers now projected to spend over $725 billion on infrastructure in 2026. The team analyzes a widening performance gap among the "Big Four," highlighting Google’s massive 63% cloud growth and Amazon’s re-accelerating AWS revenue as clear success stories, whilequestioning the muddled ROI paths for Microsoft and Meta despite their record spending. They also explore the paradox facing NVIDIA as custom silicon from hyperscalers begins to scale, alongside a deep dive into the resilient consumerhardware demand seen in Apple’s "off the charts" iPhone results. Finally, the team looks beyond the usual giants to identify opportunities in memory, power infrastructure, and the surging CPU trade required to keep global AI systems running.   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 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 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 ofprincipal. 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 specificinvestment objectives and financial situation and potential investors should consult with their own financial professional before determining whether to invest in the strategy.

    25 min

  7. Apr 24

    The Software Purge: Why AI Uncertainty is Tanking SaaS Giants

    In this episode, the team discusses a stark "divergence" in the tech market, where AI hardware giants like Intel and Texas Instruments are surging while software stalwarts face a brutal repricing over terminal value concerns. The team breaks down how the AI bottleneck is shifting from GPUs to CPUs and analog components, alongside major strategic moves like Amazon’s $11.5 billion acquisition of Globalstar and the release of OpenAI’s GPT-5.5. Finally, they pivot to the consumer landscape, analyzing how persistent gas prices and the Iran conflict are pinching household budgets, evidenced by mixed results from Tesla and a resilient volume beat from Procter & Gamble. 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.

    25 min

  8. Apr 17

    The K-Shaped Trap: Why All-Time Highs Aren’t Telling the Whole Story

    In this episode, the team discusses the major marketreaction to news that Iran is allowing ships to pass through the Strait of Hormuz, causing oil prices to plummet by over 10%. Despite a stock market rally toward all-time highs, the team examines a "bifurcated" K-shaped economy where falling consumer confidence, downward job revisions, and housing market friction suggest a more fragile underlying reality. They also take a deep dive into the systemic risks within private credit and the complex "puts and takes" of the AI revolution, warning that the current concentration of growth in a single sector may be masking broader economicweaknesses.   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 specificinvestment objectives and financial situation and potential investors should consult with their own financial professional before determining whether to invest in the strategy.

    18 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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