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 global slowdown in growth and its impact on corporate earnings. The speaker suggests focusing on reliable growth sectors like healthcare, tech, and energy. Emphasis is placed on dividend growth as a hedge against inflation, with specific strategies for energy sector exposure. The importance of dividend growth in providing stability and insight into management's confidence is also discussed.

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

• Global growth acceleration

• High unemployment rates

• Managing inflation effectively

• Increasing interest rates

Which sector is NOT mentioned as a reliable growth area during economic volatility?

• Energy

• Real Estate

• Technology

• Healthcare

Why is investing in companies with strong dividend policies beneficial?

• They guarantee fixed returns

• They have lower market volatility

• They provide a hedge against inflation

• They offer higher stock appreciation

What is a reason dividend growers have outperformed non-dividend payers?

• They have higher market volatility

• They are set by management based on sustainable earnings

• They offer guaranteed returns

• They are less affected by inflation

How does dividend growth provide protection in declining markets?

• By reducing company expenses

• By offering fixed interest rates

• By acting as a hedge against inflation

• By increasing stock prices