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.

How does the speaker view the relationship between corporate earnings and global PMIs?

What is the speaker's perspective on the current state of the energy sector?