In today's podcast, AMI's investment team provides an overview of economic trends. The team discusses the challenges in the technology sector, especially Nvidia’s slower-than-expected growth. The broader impact of high interest rates on market stability is also addressed. Finally the team touches on concerns over geopolitical tensions, layoffs, trade uncertainties and the issues with the housing market, which are all affecting current market sentiment.

Names that are discussed which are owned in AMI's strategies include Microsoft, Home Depot, Google, Amazon, Apple and Salesforce.