In this Yahoo! Finance segment, Laffer Tengler Investments CEO and CIO Nancy Tengler breaks down what is driving the latest volatility in gold and other precious metals, and why the US dollar remains a key part of the story. Nancy also shares her perspective on Disney’s recent earnings and the headlines surrounding the company’s CEO search.
On Bloomberg Television, Nancy Tengler emphasized that markets tend to be dispassionate about geopolitics. In her view, investors are not reacting emotionally to political developments. They are staying focused on what drives returns over time: earnings and productivity.
Tengler also noted that the conversation in markets right now is less about headlines and more about fundamentals, including signs that AI is starting to show up as real productivity improvement. Tengler also reiterated a long-running message to clients: do not invest your politics. When policy and politics introduce volatility, she sees it less as a reason to change a plan and more as a potential source of opportunity for disciplined investors who stay anchored in fundamentals.
Nancy noted that rates may stay higher and inflation a touch stickier, with a tepid job market alongside strong signals like new business applications climbing near the highs last seen during Covid. With energy prices down and tariffs set to lap, she sees cost pressure, but not a fresh wave of added tariff-driven increases.
Larry Kudlow sits down with investment pros Nancy Tengler, CEO & CIO of Laffer Tengler Investments, and Jim LaCamp, Senior VP of Investments at Morgan Stanley, to break down why markets are climbing after the latest political developments and new economic numbers. A big theme is energy supply: they point to the possibility of higher oil output in Venezuela and the U.S., arguing that more production could help cool inflation by easing price pressure across the economy.
Nancy Tengler, CEO & CIO of Laffer Tengler Investments, joined CNBC’s “Worldwide Exchange” this week to talk 2026 stocks. Her pick for Q1: Amazon.Â
Tengler notes strong AWS growth, improving consumer tailwinds, rising ad revenue, and undervalued chip potential make the stock a strong contender for 2026.
Nancy Tengler, CEO & CIO of Laffer Tengler Investments, joined Bloomberg TV this week to talk 2026 stock picks, tariffs, earnings, and more.
CEO & CIO Nancy Tengler weighs in on two AI chip names in Yahoo Finance’s Good Buy or Goodbye.
She points to AMD’s strong leadership under CEO Lisa Su and attractive valuation as reasons for confidence, while flagging Texas Instruments for slowing dividend growth and recent guidance cuts. Tengler also shares how sentiment across the AI landscape is shifting.
Nancy Tengler, CEO & CIO of Laffer Tengler Investments, breaks down why today’s AI-driven market strength is not the bubble some fear. In her conversation with Josh Lipton on “Market Domination,” she compares the current AI cycle with the dot-com era, outlines what makes today’s fundamentals different, and shares how she’s positioning portfolios as leadership in the sector continues to evolve. It’s a grounded look at where the real opportunities may be emerging.
CEO & CIO Nancy Tengler joined CNBC’s “The Exchange” to share her latest take on the equity markets, calling Nvidia one of the cheapest stocks in the market based on its fundamentals. She also discussed Oracle’s positioning, broader market opportunities, and how she is thinking about value in today’s AI-driven landscape. A clear-eyed look at where she sees long-term potential as market narratives continue to shift.
Nancy Tengler, CIO and CEO of Laffer Tengler Investments, says concerns around AI are exaggerated, Nvidia’s momentum is a positive signal for the broader tech space, and long-term investors should remain positioned for continued growth and strong demand across the sector.
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