Show notes
Nancy Tengler is the CEO and CIO of Laffer Tengler Investments. She’s spent four decades on Wall Street, and has been a top-1% portfolio manager for the last 11 years. She joined Phil Rosen to discuss her highest conviction stock picks for 2026, dot-com bubble comparisons, risks in the AI economy, and how she’s thinking about the tech trade right now.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/0:00 - Intro0:25 - Bullish on stocks2:20 - Earnings driving stocks4:30 - AI bubble debate7:30 - Circular financing and OpenAI9:00 - AI and job market10:30 - Walmart12:15 - AMD14:00 - Public & Generated Assets15:20 - DR Horton17:25 - Quanta Services18:55 - How to value AI stocks21:45 - Tesla26:00 - Crowdstrike28:55 - Nancy’s ETF strategy30:20 - ServiceNowDisclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.#podcast #investing #markets #macro #stocks #bitcoin #fed