Nancy Tengler is the CEO and CIO of Laffer Tengler Investments. She’s spent four decades on Wall Street, and has been a top-1% portfolio manager for the last 11 years. She joined Phil Rosen to discuss her highest conviction stock picks for 2026, dot-com bubble comparisons, risks in the AI economy, and how she’s thinking about the tech trade right now.
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0:00 - Intro
0:25 - Bullish on stocks
2:20 - Earnings driving stocks
4:30 - AI bubble debate
7:30 - Circular financing and OpenAI
9:00 - AI and job market
10:30 - Walmart
12:15 - AMD
14:00 - Public & Generated Assets
15:20 - DR Horton
17:25 - Quanta Services
18:55 - How to value AI stocks
21:45 - Tesla
26:00 - Crowdstrike
28:55 - Nancy’s ETF strategy
30:20 - ServiceNow
Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.
#podcast #investing #markets #macro #stocks #bitcoin #fed
