HeyJaredAMI Asset Management Investment Perspective
Join AMI Asset Management's Investment Team as they discuss topics impacting the equity markets and economy.
- Indexed episodes, last 90 days
- 11
- Latest publication
- Sep 25, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 10, 2026
Latest episodes
Bonds Are Paying Investors Again? (opens the original)
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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, an
The AI Pause That Probably Isn’t (opens the original)
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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 r
What Happens When AI Starts Shopping for You? (opens the original)
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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
The $2 Trillion Problem Facing the Bond Market (opens the original)
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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-qu
The Price War for the American Consumer (opens the original)
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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 i
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