Fed Meeting Preview: Tone, Oil Prices, and Rate Path in Focus
David Busch previews the Federal Open Market Committee meeting. He emphasizes the importance of the Fed’s tone in its statement and press conference for shaping market expectations. Busch also explains how falling oil prices tied to a potential Iran conflict resolution could ease inflation and infl…
Beyond the Math, Part 3: The Importance of Framing with Annuities and Retirees
In Part 1 of our Beyond the Math miniseries, we spoke about the challenges investors can face with decumulation in retirement. In Part 3, we dig into a tool often proposed to help: annuities.
On this episode of The Behavioral Divide presented by Avantis Investors®, Professor Hal Hershfield intervi…
The monks were clearly playing by different rules
A story is told from the Vietnam War. A platoon was hunkered down in some rice paddies in the heat of a firefight. Suddenly, as if out of nowhere, a group of six monks started walking through the middle of the field between the two sides.
David Busch recounts the scene: “They didn’t look r…
Fed Holds Rates & 2% Inflation Target: Are Kevin Warsh's Goals Attainable?
The Fed decided to hold interest rates for July but not without three FOMC members dissenting who instead favored a rate hike. David Busch sees Wednesday's decision and Kevin Warsh's press conference as an attempt to take the spotlight off the Fed and instead focus on market movements and current e…
TGT, LOW, TJX and the Market's Biggest AI Questions
David Busch, CIO at Trajan Wealth, discusses signs of a slowing economy and a growing divide among consumers, highlighted by results from Target (TGT), Lowe's (LOW) and TJX Companies (TJX). He outlines opportunities tied to AI infrastructure and monetization, while pointing to the Fed minutes, Jack…
The Market Is Signaling Something Bad | David Busch
David Busch, CFA®, Chief Investment Officer at Trajan Wealth, joins AllInCrypto to discuss the AI investment boom, pressure on the US consumer, the future of the dollar, Bitcoin, stablecoins and the tokenization of global markets.
He explains:
■ Why massive AI spending could pressure Big Tech earni…
Why The 30-Year Treasury Lost Its Biggest Buyers | David Busch on Why High Yields Are Attractive Right Now
Jack Farley is joined by David Busch, Chief Investment Officer of Trajan Wealth, to discuss rising U.S. Treasury yields, persistent inflation, and the Federal Reserve's monetary policy trajectory. Busch breaks down the structural drivers behind elevated bond yields, including $40 trillion in nation…
Pressure Builds on Both Sides of Fed's Dual Mandate, Treasury Yield Demand
The Fed has a real dual mandate problem, according to David Busch. Softening in the labor market through the September jobs report, paired with a slowdown in hiring, lead him to believe the FOMC will pause in October with a possible hike in December. On the outlook for Treasury yields, David doesn'…
"We Have an Inflation Problem:" AI CapEx, Yields Add to Fed's Rate Conundrum
"There's no way to interpret the prints other than 'we have an inflation problem,'" says Jeff Klingelhofer. He says the Fed needs to address the "demand-side shock" and be willing to have the economy to reach its 2% inflation goal. Jeff also expects a tentative consumer pullback if Treasury yields …
‘Marching Towards Default’: Market’s Weakest Link Revealed | David Busch
Start earning interest in gold: https://Monetary-Metals.com/LinDavid Busch, CIO of Trajan Wealth, discusses the shifting outlook for stocks and bonds, growing risks in the AI boom, inflation pressures, and the widening divide between wealthy and struggling American consumers.Watch David Busch's las…
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