Markets in Motion: AI, Tariffs, and the Next Big Investment Wave

Live from the Macro Micro Moment Podcast, Nancy Tengler and Arthur Laffer Jr. break down the August market landscape—from the OBBA’s corporate cash windfall to the underestimated productivity boom driven by AI. They’ll dissect Q2 earnings surprises, the Fed’s looming rate decisions, and how investors can navigate a slowing economy while capitalizing on technology-led growth. Whether you’re a seasoned investor or just market-curious, this episode will equip you with the insights you need to stay ahead.