PODCAST · business
The Laffer Tengler Take
by Laffer Tengler Investments
The Laffer Tengler Take delivers sharp market insights and investment wisdom from Nancy Tengler and Arthur B. Laffer Jr., leaders of Laffer Tengler Investments. Each week, Nancy and Arthur cut through the noise with real-time market commentary, concentrated portfolio strategies, and proprietary research that challenges conventional thinking. Whether you're a sophisticated investor or financial advisor, expect bold takes on investing, high-conviction ideas, and the kind of straight talk you'd get over a beer with the pros. This isn't your typical investment podcast—it's where relationships meet returns, and where decades of market experience translate into actionable insights you can trust.
Episodes
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The Consumer, Labor, and Smarter Investing
In this episode, Nancy Tengler and Arthur Laffer Jr. offer their timely perspective on the state of the consumer, unpacking the crucial differences between retail sales and consumer spending data. The discussion explores current dynamics in the U.S. labor market, the impact of automation across...
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The "Bubble" in Bubble Talk
Nancy and Arthur are back to tackle the growing chorus of bubble warnings on Wall Street. Nancy breaks down why comparing today's AI-driven market to the dot-com era is fundamentally flawed—spoiler alert: these companies actually have earnings, cash flow, and fortress balance sheets, not just...
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Gold, Inflation, Jobs and AI
We're thrilled to announce the launch of our new podcast, The Laffer Tengler Take, featuring, you guessed it, Arthur Laffer and Nancy Tengler. In this first episode Arthur and Nancy shift gears to talk about the sometimes intriguing and oftentimes down-right confusing nuances of inflation...
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Is Powell's 25 bps Cut Too Little, Too Late?
Jerome Powell's Federal Reserve has announced a 25 bps interest rate cut -- and called for two more cuts later this year. But is the borrowing cost reduction too little, too late? Nancy Tengler and Byron Anderson from Laffer Tengler Investments break down this massive decision and whether the...
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Nvidia Earnings Hit the Tape, Trump Fires a Fed Governor
On this episode of Macro Micro Moment, Nancy Tengler is joined by Arthur Laffer Jr. for a deep dive into the forces moving global markets. Arthur covers developments in France and India, while Nancy breaks down NVIDIA (NVDA) and its impact on tech and investing.
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SPX Concentration, Fed Uncertainty, and the Manufacturing Strain
Arthur Laffer and Nancy Tengler dive into today’s market debates: is the S&P 500’s tech concentration a bubble in the making or just history repeating? What to expect from Powell at Jackson Hole and the Fed’s next move. Plus, the technician shortage hindering U.S. manufacturers, America’s…
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Markets in Motion: AI, Tariffs, and the Next Big Investment Wave
Live from the Macro Micro Moment Podcast, Nancy Tengler and Arthur Laffer Jr. break down the August market landscape—from the OBBA’s corporate cash windfall to the underestimated productivity boom driven by AI. They’ll dissect Q2 earnings surprises, the Fed’s looming rate decisions, and how...
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Is the Stock Market Rally Justified? Where do U.S. Tariffs Go From Here?
We explore whether the current stock market rally is truly justified. We’ll unpack key economic signals that suggest a recession is not on the horizon, and why corporate profit growth remains resilient despite the usual recession indicators. Learn why the labor market’s strength and tech…
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How to invest in innovative companies like OpenAI
How can you profit off of innovations in the private sector? Hosts Nancy Tengler and Arthur Laffer Jr. speak with executives from SuRo Capital, which provides access to high-growth, venture-backed companies.
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Investors react: Is there a shadow Fed Chair?
Is Jerome Powell really leading the Fed? Nancy Tengler and Arthur Laffer Jr. discuss how President Trump's pressure campaign on the Central Bank could result in an under-the-radar representative on monetary policy. Macro Micro Moment streams every Monday on YouTube, Nancy's X, and Arthur's...
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Laffer Curve Turns 50, Nancy Closely Watching $AVGO
Join Nancy Tangler and Arthur Laffer Jr. as they discuss this week's biggest market moving headlines and macroeconomic trends.
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The Great Strategist Flip Flop of 2025
Nancy Tengler and Arthur Laffer Jr. break down the latest market movement as it relates to trade, investor sentiment, and beyond.
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U.S. Economy Shrinks in First Quarter
Nancy Tengler and Arthur Laffer Jr. react to America's gross domestic product falling in Trump's first quarter as President. Watch Macro Micro Moment every Wednesday and join the chat live!
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Nancy Tengler: The 60/40 Portfolio Fallacy
Nancy examines why the 60/40 portfolio is falling short and the best ways to hedge against it!
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Fed up with the Fed and tariff confusion
Macro Micro Moment with Nancy Tengler and Arthur Laffer Jr. streams every Wednesday at 5p ET.
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Dr. John Silvia Reacts to Trump's "Liberation Day"
Dr. John Silvia, former Chief Economist at Wells Fargo, reacts to President trump's broad reciprocal tariffs on America's trading partners -- and the economic impact it may have. Hosts Nancy Tengler and Arthur Laffer Jr. dive deep into the macro issues impacting your money.
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Stocks to Watch Amid Tariff Uncertainty
Macro micro moment streams live every Wednesday at 5pm ET on X, YouTube, and LinkedIn.
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Understanding Europe's Shift to the Right
Nancy Tengler and Arthur Laffer Jr. break down the recent news on President Trump's tariffs -- and the recent election in Germany.
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AI Concerns Could Present Opportunity
Macro micro Moment streams live every Monday at 5pm ET on X, YouTube, and LinkedIn.
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Dr. John Silvia shares his 2025 housing market prediction
Where does the housing market go from here? Dr. John Silvia, former Chief Economist at Wells Fargo, discusses home prices, the fed and much more on Macro Micro Moment. Hosts Nancy Tengler and Arthur Laffer Jr. dive deep into the macro issues impacting your money.
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Lindsey Bell Previews Q4 Earnings, Breaks Down Labor Market
Lindsey Bell, Chief Market Strategist at 248 Ventures, joined Macro Micro Moment for a wide-ranging discussion about the economic dynamics at play ahead of Q4 earnings season.
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Trumpism Could Be Going Global, Economist Steve Moore Explains
The biggest market headlines this week -- plus economist Steve Moore breaks down why he thinks Trumpism is going global, and also reflects on whether he'd take a role in the upcoming administration.
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Investing Amid Election Chaos, Wall Street Shrugs Off Soaring Debt
Streaming live from Nashville, the debut episode of Macro Micro Moment with Arthur Laffer Jr. and Nancy Tengler. The iconic investors share their thoughts on how the presidential election could impact your portfolio -- among other market headlines to get you prepared for the week ahead. Today's...
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Macro Micro Moment Teaser
A live weekly show that guides investors through the biggest market-moving headlines. With a healthy dose of humor, fabulous guests, and several decades of market experience, Macro Micro Moment with Arthur Laffer Jr. and Nancy Tengler streams live at 5pm eastern every Monday.
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ABOUT THIS SHOW
The Laffer Tengler Take delivers sharp market insights and investment wisdom from Nancy Tengler and Arthur B. Laffer Jr., leaders of Laffer Tengler Investments. Each week, Nancy and Arthur cut through the noise with real-time market commentary, concentrated portfolio strategies, and proprietary research that challenges conventional thinking. Whether you're a sophisticated investor or financial advisor, expect bold takes on investing, high-conviction ideas, and the kind of straight talk you'd get over a beer with the pros. This isn't your typical investment podcast—it's where relationships meet returns, and where decades of market experience translate into actionable insights you can trust.
HOSTED BY
Laffer Tengler Investments
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