Laffer Tengler Investments CEO and CIO on CPI Report

The video discusses strategies for mitigating economic fallout by understanding the economic cycle and inflation control. It highlights the importance of positioning in reliable growth sectors like healthcare, tech, and energy amidst global economic slowdown. The focus is on dividend growth as a hedge against inflation, emphasizing the significance of dividend growers over non-dividend payers. The video also covers strategies for energy exposure and the role of dividends in providing market protection.

What is a key challenge mentioned in achieving a soft landing in the economic cycle?

• High unemployment rates

• Global economic growth

• Increasing interest rates

• Managing inflation effectively

Which sector is NOT mentioned as a focus for investors during economic volatility?

• Healthcare

• Real Estate

• Technology

• Energy

What is a characteristic of companies that are attractive to investors in volatile markets?

• Low market share

• Strong dividend policies

• Unstable earnings

• High debt levels

Why is dividend growth considered important in an investment portfolio?

• It guarantees high returns

• It is a hedge against inflation

• It reduces company expenses

• It increases stock volatility

Compared to non-dividend payers, how have dividend growers performed recently?

• They have outperformed

• They have shown no change

• They have performed equally

• They have underperformed