Gold, Inflation, Jobs and AI

We're thrilled to announce the launch of our new podcast, The Laffer Tengler Take, featuring, you guessed it, Arthur Laffer and Nancy Tengler.

In this first episode Arthur and Nancy shift gears to talk about the sometimes intriguing and oftentimes down-right confusing nuances of inflation measurement, the not-so-obvious correlation between gold and inflation, and the revolutionary impact of AI on jobs and market dynamics.

With wit and expertise, they discuss some of the macroeconomic shifts defining our times, offering keen insights into thematic investment opportunities.

Speaking of thematic investments, we also announce our new thematic portfolio, Macro Cycle Opportunities, where we'll be investing in all the themes that we think are going to continue to drive this technological revolution, like space and robotics, quantum, nuclear, and ai.

If you're interested, please reach out to us on our website. We're also excited to get your questions, so connect with us via the links below as we'd like to tackle your questions in upcoming episodes!

Connect with us

• Website: https://laffertengler.com/
• LinkedIn: https://www.linkedin.com/company/laffer-investments/
• Facebook: https://www.facebook.com/laffertenglerinvestments
• Instagram: https://www.instagram.com/laffertenglerinvestments
• X: https://x.com/Laftenginvest

Chapters
(00:01) New format and rebranding
(00:56) Defining and measuring inflation
(07:35) Data reliability and CPI limitations
(10:16) Gold as an inflation hedge
(14:27) Shifts in jobs and AI’s impact
(19:56) Revenue per employee and AI productivity
(23:35) Technology adoption and market concentration
(30:05) Macro cycle opportunities and thematic investing