Josh Wingrove, a Bloomberg White House Reporter, joins Raisah Rasid from JPMorgan Asset Management, Nancy Tengler, CEO at Laffer Tengler Investments, and Eddy Loh from Maybank Group Wealth Management for an insightful discussion. They cover Biden's decision to block Nippon Steel’s US acquisition and its implications on trade. The talk also dives into geopolitical tensions affecting markets, the volatility of technology stocks, and the ongoing economic challenges in Japan and China, offering strategies to navigate today’s complex investment landscape.

Nancy Tengler, CEO & CIO of Laffer Tengler Investments, shares her journey from aspiring fighter pilot to a leading investment strategist. She reveals the nine quantitative and three qualitative metrics she utilizes for long-term investments. Delve into her insights on evaluating earnings, using Walmart as a case study, and the significance of dividend yields. Nancy also discusses the importance of sales metrics, portfolio construction, and her investment strategy shifts, like moving from Adobe to Spotify, highlighting growth potential and adaptive management.

The world's mega-rich are investing in US rental properties due to the drop in office values. They discuss the impact of this trend on rental costs and financing methods used. Concerns about the China-Russia relationship and an upcoming event are expressed. The ongoing UAW strike's potential impact on EV production is explored, along with the dominance of Tesla in the market. Nancy Tangler discusses investing in technology companies that monetize AI and cloud computing. The impact of interest rates on investments and strategies for women are also discussed.

Alison Williams, Senior Global Banks Analyst at Bloomberg Intelligence, shares insights on Morgan Stanley's strategic shift towards wealth management. Brad Stone, Bloomberg Businessweek editor, discusses the lack of bold ideas in the current presidential campaign and its impact on voter sentiment. Tom McGee, CEO of ICSC, offers a look into the 2024 holiday shopping intentions survey, revealing evolving consumer behaviors. Nancy Tengler, CEO and CIO at Laffer Tengler Investments, provides perspectives on today’s market conditions, highlighting investment trends and the retail sector's adaptation to changing habits.

Nancy Tengler, CEO and CIO of Laffer Tengler Investments, shares her insights on the current market outlook and investment strategies. She discusses Roblox's disappointing earnings and the effects on its stock. The conversation delves into the complexities of gaming and AI investments, emphasizing accurate user metrics and technological advancements. Tengler also highlights the role of hedge funds in today's volatile market, framing their strategies as essential risk managers amidst economic uncertainties.

Nancy Tengler, CEO and CIO of Laffer Tengler Investments, shares her insights on South Korea's recent martial law declaration and its impact on the markets. She discusses the political unrest and its implications for investment strategies, particularly in the tech sector with key players like Oracle and NVIDIA. Tengler highlights the importance of navigating political influences while seeking growth opportunities. Additionally, she explores challenges in private markets, offering a hopeful outlook despite current uncertainties.

Kayleigh Lyons discusses insights on the upcoming US election, while Jamie Tarabay raises concerns about cybersecurity threats impacting voter confidence. Alexandra Levine delves into the shifting dynamics of political discourse on social media platforms. Nancy Tengler offers market perspectives on Tesla's potential amidst election uncertainty, and Shannon Nash talks about Vice President Kamala Harris's tech policy. Crystal McKellar emphasizes deregulation for the Republican ticket, and Tony Aarons updates on legal challenges surrounding Elon Musk's initiatives.

Henrietta Treyz, head of economic policy at Veda Partners, and Ben Emons, founder of FedWatch Advisors, delve into how markets might be misinterpreting the upcoming election. They analyze sectors likely to benefit based on election outcomes. Nancy Tengler, CEO of Laffer Tengler Investments, argues mega-cap tech stocks still hold value in portfolios. James Fish from Piper Sandler highlights the top AI infrastructure picks, while Megan Casella reports on Georgia's pivotal role in the elections. Malcolm Etheridge and Doug Bonaparte share insights on investment strategies influenced by market fluctuations.

Join Adam Spice, CFO of Rocket Lab, as he shares insights on the company's financial growth and future ambitions. Nancy Tengler discusses Tesla's autonomous cyber cab and the mixed market reactions surrounding it. Mission commander Jared Isaacman reflects on the transformative impact of SpaceX on space exploration. Catherine Boyle highlights Anduril's strategic success in the defense sector, while Gokul Subramanian reveals their ambitious expansion into space and innovative partnerships. Exciting insights on the future of technology in defense and space await!

Nancy Tengler, CEO of Laffer Tengler Investments, discusses AI boom vs. Dot-Com Bubble, market concentration, tech stocks benefiting from higher rates, stock picks, and long-term investing principles. Insightful look at tech evolution, market performance, Fed policy impact, and upcoming Symposium in Vegas.