
Nancy Tengler
CEO and CIO of Laffer Tengler Investments. Provides insights on market trends, investment strategies, and specific stock recommendations.
Top 10 podcasts with Nancy Tengler
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Apr 10, 2025 • 49min
Traders Price in CPI and Trump's Tariff Pause
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.

Jan 22, 2025 • 53min
Ep. 304 The 12 Metrics You Need To Find Long-Term Market Opportunities
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.

Sep 5, 2024 • 30min
Biden to Block US-Nippon Steel Deal, Yen Gains Hurt Japan Stocks
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.

Sep 26, 2023 • 35min
World’s Mega-Rich Bet on US Renters
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.

Apr 10, 2025 • 43min
Tariff Whiplash Sends Tech Stocks Back into Retreat
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.

Oct 16, 2024 • 35min
Morgan Stanley Shift Bears Fruit, Momentum Slows
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.

Feb 6, 2025 • 19min
Roblox Shares Fall on Daily Active Users, Bookings Miss
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.

Dec 3, 2024 • 20min
Martial Law Declared in South Korea
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.

Nov 4, 2024 • 43min
Elections, Technology & Their Driving Forces
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.

Oct 29, 2024 • 44min
How the Markets Are Gaming The Election; Are the Mag 7 Still the Names to Own?; Piper Sandler’s Top AI Infrastructure Names 10/29/24
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.