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.
In this episode, the team discusses the forces driving fuelprices higher and why rising costs at the pump cannot be explained by crude oil prices alone. The discussion examines how tightening refining capacity, China's restrictions on fuel exports, and disruptions to Russian supply are contributing to higher gasoline and diesel prices. The team also explores thegeopolitical risks surrounding the Strait of Hormuz and Bab el-Mandeb, along with the implications of declining strategic reserves. The episode closes by considering how these pressures could affect inflation, energy markets, and the outlook for fuel prices.
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 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 Oct 2026
AI's Next Bottleneck: Keeping the Lights On
In this episode, the team discusses several developments shaping the technology and AI investment landscape, including the growing importance of energy infrastructure in supporting AI expansion. The team examines why power availability, grid connections, and equipment shortages may pose greater near-term challenges to data center development than AI regulation itself. The discussion also explores recent volatility surrounding OpenAI revenue reports, SpaceX's potential entry into the wireless market, and the continued strength of cybersecurity companies as AI agents become more widely adopted. The team closes by highlighting the key developments to watch as earnings season approaches, particularly cloud spending, power infrastructure investment, and cybersecurity demand.
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 Oct 2026
“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.
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