Nancy Tengler

Nancy Tengler, CEO and CIO of Laffer Tengler Investments, discusses the implications of China urging local companies to avoid Nvidia's H20 chips, particularly affecting giants like Alibaba and Tencent. Scott Ladner, CIO at Horizon Investments, provides insights into the global chip sector amidst rising semiconductor tensions. Jeremy Allaire, CEO of Circle, shares exciting news on the company's earnings surge and innovative plans for new products, indicating strong growth potential in the stablecoin market. The conversation also touches on Elon Musk's antitrust claims against Apple in the AI space.

Sri Muppidi, a tech reporter at The Information, discusses OpenAI's ambitious goal of achieving 220 million paid ChatGPT users by 2030, emphasizing competition with Google's Gemini. Nancy Tengler, CEO of Laffer Tengler Investments, analyzes market movements in big-tech stocks and debates if the AI sector is in a bubble. Ken Brown, a finance editor, unpacks crypto market dynamics, focusing on stablecoin risks and potential contagion impacts. Finally, sports reporter Sara Germano reveals how AI-generated music is shaping figure skating amid complex licensing challenges.

In this discussion, Nancy Tengler, CEO and CIO of Laffer Tengler Investments, shares her insights on Tesla's fluctuating stock amid the fiery feud between Elon Musk and President Trump. Anna Rathman, a global market strategist, delves into how their contentious relationship could shape Tesla's customer base and government contracts. The duo explores the potential impact on U.S. space ambitions through SpaceX and assesses the broader market volatility stemming from these political tensions.

Nancy Tengler, CEO & CIO at Laffer Tengler Investments, shares her insights on the chaotic state of economic policy from the White House, dubbing it 'amateur hour.' She discusses the implications of President Trump's three-month tariff pause on various countries, excluding China, and warns that more coherent policy rollout is needed for market stability. Tengler also reflects on the challenges ahead for investors in the context of current market volatility, emphasizing the risks of buying the dip amid shifting economic conditions.

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.

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.

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.

Nancy Tengler, CEO and CIO of Laffer Tengler Investments, shares her insights on current market trends and her strategic buys amidst tech stock volatility. Jay Hatfield, CEO of Infrastructure Capital Advisors, discusses the US economic outlook and how trade uncertainty affects investment opportunities. They explore the effects of tariff changes on significant players like Tesla and Apple, and Tengler highlights how TSMC benefits from these developments. The conversation dives into the interconnectedness of trade dynamics, regulatory scrutiny, and the challenges facing major tech companies.

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 recent quarter-point interest rate cut by the Federal Reserve. She criticizes Fed Chairman Jerome Powell's credibility, arguing his decisions are 'often wrong.' Tengler discusses the implications for borrowers, the lack of expected mortgage rate drops, and concerns over high credit-card rates. She also touches on the potential stock market correction and how AI could reshape employment data. Her sharp analysis sheds light on the economic landscape amidst changing policies.