Laffer Tengler Investments CEO on Markets

The video discusses strategies for hedging against economic volatility, focusing on asset allocation and defensive positioning in portfolios. It highlights the impact of inflation and the Federal Reserve's rate hikes, suggesting that peak inflation may be near. The discussion shifts to government debt, comparing current levels to the Volcker era, and the implications for bond volatility and money supply. Finally, it explores investment themes, emphasizing reliable growth companies like Microsoft and the importance of dividend growth in inflationary and recessionary environments.

What themes are highlighted in the speaker's portfolio regarding stock selection?

Why is dividend growth considered important in both inflationary and recessionary environments?