Laffer Tengler Investments

The Laffer Tengler Take

The Laffer Tengler Take delivers sharp market insights and investment wisdom from Nancy Tengler and Arthur B. Laffer Jr., leaders of Laffer Tengler Investments. Each week, Nancy and Arthur cut through the noise with real-time market commentary, concentrated portfolio strategies, and proprietary research that challenges conventional thinking. Whether you're a sophisticated investor or financial advisor, expect bold takes on investing, high-conviction ideas, and the kind of straight talk you'd get over a beer with the pros. This isn't your typical investment podcast—it's where relationships meet...

Koniecznie odwiedź stronę podcastu i wesprzyj twórcę: laffertengler.com

Autor

Laffer Tengler Investments

Kategoria

Business

Strona podcastu

laffertengler.com

Ostatni odcinek

8 gru 2025

Gdzie słuchać?

Podcasty w aplikacji Replaio Radio Już wkrótce

Podcasty trafią do aplikacji już wkrótce. Zainstaluj teraz i jako pierwszy zobacz nowe podejście do podcastów

Pobierz z Google Play Zainstaluj za darmo Android 5 mln+ pobrań · ocena 4,8 iOS niedługo

Odcinki

The Consumer, Labor, and Smarter Investing 08.12.2025

In this episode, Nancy Tengler and Arthur Laffer Jr. offer their timely perspective on the state of the consumer, unpacking the crucial differences between retail sales and consumer spending data. The discussion explores current dynamics in the U.S. labor market, the impact of automation across major retailers, and the realities behind headline economic numbers. Listeners will gain nuanced insight...

The "Bubble" in Bubble Talk 21.11.2025

Nancy and Arthur are back to tackle the growing chorus of bubble warnings on Wall Street. Nancy breaks down why comparing today's AI-driven market to the dot-com era is fundamentally flawed—spoiler alert: these companies actually have earnings, cash flow, and fortress balance sheets, not just "eyeballs on websites." Drawing on her experience managing money through the 1990s, Nancy explains why thi...

Gold, Inflation, Jobs and AI 21.10.2025

We're thrilled to announce the launch of our new podcast, The Laffer Tengler Take , featuring, you guessed it, Arthur Laffer and Nancy Tengler. In this first episode Arthur and Nancy shift gears to talk about the sometimes intriguing and oftentimes down-right confusing nuances of inflation measurement, the not-so-obvious correlation between gold and inflation, and the revolutionary impact of AI on...

Is Powell's 25 bps Cut Too Little, Too Late? 17.09.2025

Jerome Powell's Federal Reserve has announced a 25 bps interest rate cut -- and called for two more cuts later this year. But is the borrowing cost reduction too little, too late? Nancy Tengler and Byron Anderson from Laffer Tengler Investments break down this massive decision and whether the productivity gains driven by AI are being properly accounted for. Macro Micro Moment streams every Wednesd...

Nvidia Earnings Hit the Tape, Trump Fires a Fed Governor 27.08.2025

On this episode of Macro Micro Moment, Nancy Tengler is joined by Arthur Laffer Jr. for a deep dive into the forces moving global markets. Arthur covers developments in France and India, while Nancy breaks down NVIDIA (NVDA) and its impact on tech and investing.

SPX Concentration, Fed Uncertainty, and the Manufacturing Strain 20.08.2025

Arthur Laffer and Nancy Tengler dive into today’s market debates: is the S&P 500’s tech concentration a bubble in the making or just history repeating? What to expect from Powell at Jackson Hole and the Fed’s next move. Plus, the technician shortage hindering U.S. manufacturers, America’s earnings edge over the rest of the world, and whether mid-caps or Canadian large caps offer the best oppor...

Markets in Motion: AI, Tariffs, and the Next Big Investment Wave 13.08.2025

Live from the Macro Micro Moment Podcast, Nancy Tengler and Arthur Laffer Jr. break down the August market landscape—from the OBBA’s corporate cash windfall to the underestimated productivity boom driven by AI. They’ll dissect Q2 earnings surprises, the Fed’s looming rate decisions, and how investors can navigate a slowing economy while capitalizing on technology-led growth. Whether you’re a seaso...

Is the Stock Market Rally Justified? Where do U.S. Tariffs Go From Here? 23.07.2025

We explore whether the current stock market rally is truly justified. We’ll unpack key economic signals that suggest a recession is not on the horizon, and why corporate profit growth remains resilient despite the usual recession indicators. Learn why the labor market’s strength and tech innovation are propelling productivity, echoing the growth patterns of the 1990s. We’ll also revisit our past p...

How to invest in innovative companies like OpenAI 16.07.2025

How can you profit off of innovations in the private sector? Hosts Nancy Tengler and Arthur Laffer Jr. speak with executives from SuRo Capital, which provides access to high-growth, venture-backed companies.

Investors react: Is there a shadow Fed Chair? 09.07.2025

Is Jerome Powell really leading the Fed? Nancy Tengler and Arthur Laffer Jr. discuss how President Trump's pressure campaign on the Central Bank could result in an under-the-radar representative on monetary policy. Macro Micro Moment streams every Monday on YouTube, Nancy's X,  and Arthur's LinkedIn. Join the live chat and your question will be answered on air!

Laffer Curve Turns 50, Nancy Closely Watching $AVGO 04.06.2025

Join Nancy Tangler and Arthur Laffer Jr. as they discuss this week's biggest market moving headlines and macroeconomic trends. 

The Great Strategist Flip Flop of 2025 29.05.2025

Nancy Tengler and Arthur Laffer Jr. break down the latest market movement as it relates to trade, investor sentiment, and beyond.

U.S. Economy Shrinks in First Quarter 01.05.2025

Nancy Tengler and Arthur Laffer Jr. react to America's gross domestic product falling in Trump's first quarter as President. Watch Macro Micro Moment every Wednesday and join the chat live!

Nancy Tengler: The 60/40 Portfolio Fallacy 28.04.2025

Nancy examines why the 60/40 portfolio is falling short and the best ways to hedge against it!

Fed up with the Fed and tariff confusion 17.04.2025

Macro Micro Moment with Nancy Tengler and Arthur Laffer Jr. streams every Wednesday at 5p ET.

Dr. John Silvia Reacts to Trump's "Liberation Day" 03.04.2025

Dr. John Silvia, former Chief Economist at Wells Fargo, reacts to President trump's broad reciprocal tariffs on America's trading partners -- and the economic impact it may have. Hosts Nancy Tengler and Arthur Laffer Jr. dive deep into the macro issues impacting your money.

Stocks to Watch Amid Tariff Uncertainty 26.03.2025

Macro micro moment streams live every Wednesday at 5pm ET on X, YouTube, and LinkedIn.

Understanding Europe's Shift to the Right 25.02.2025

Nancy Tengler and Arthur Laffer Jr. break down the recent news on President Trump's tariffs -- and the recent election in Germany.

AI Concerns Could Present Opportunity 29.01.2025

Macro micro Moment streams live every Monday at 5pm ET on X, YouTube, and LinkedIn.

Dr. John Silvia shares his 2025 housing market prediction 17.01.2025

Where does the housing market go from here? Dr. John Silvia, former Chief Economist at Wells Fargo, discusses home prices, the fed and much more on Macro Micro Moment. Hosts Nancy Tengler and Arthur Laffer Jr. dive deep into the macro issues impacting your money.

Lindsey Bell Previews Q4 Earnings, Breaks Down Labor Market 16.01.2025

Lindsey Bell, Chief Market Strategist at 248 Ventures, joined Macro Micro Moment for a wide-ranging discussion about the economic dynamics at play ahead of Q4 earnings season.

Trumpism Could Be Going Global, Economist Steve Moore Explains 10.12.2024

The biggest market headlines this week -- plus economist Steve Moore breaks down why he thinks Trumpism is going global, and also reflects on whether he'd take a role in the upcoming administration.

Investing Amid Election Chaos, Wall Street Shrugs Off Soaring Debt 28.10.2024

Streaming live from Nashville, the debut episode of Macro Micro Moment with Arthur Laffer Jr. and Nancy Tengler. The iconic investors share their thoughts on how the presidential election could impact your portfolio -- among other market headlines to get you prepared for the week ahead. Today's episode of Macro Micro Moment will also feature Scott Shellady aka "The Cow Guy." Hop in the comment sec...

Macro Micro Moment Teaser 28.10.2024

A live weekly show that guides investors through the biggest market-moving headlines. With a healthy dose of humor, fabulous guests, and several decades of market experience, Macro Micro Moment with Arthur Laffer Jr. and Nancy Tengler streams live at 5pm eastern every Monday.

Słuchaj podcastu The Laffer Tengler Take w Replaio

Radio i podcasty w jednej aplikacji - za darmo, bez zakładania konta. Zainstaluj już dziś i nie przegap premiery

Pobierz z Google Play

Replaio nie jest wydawcą podcastów; nazwy audycji, okładki i audio należą do ich autorów i są rozpowszechniane przez publiczne kanały RSS