ABOUT THIS EPISODE
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 last interview: https://youtu.be/-8Gcs7cPnIU*This video was recorded on October 23, 2026.Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW DAVID BUSCH:Website: https://trajanwealth.com/YouTube: www.youtube.com/@trajanwealthFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.00:00 – Intro.01:47 – How Higher Bond Yields Affect Stocks03:43 – Is the 60/40 Portfolio Making a Comeback?04:50 – Tech Stock Rotation and the Next Phase of AI06:51 – Why AI Companies Are Being Punished Despite Strong Earnings09:11 – China's AI Competition and Risks to U.S. Tech11:53 – CoreWeave, Oracle, and AI Debt Risks16:05 – AI Opportunities: Finding Value or Falling Into a Trap19:50 – Iran War, Inflation, and the Fed's Next Move22:46 – Consumer Spending and America's Two-Speed Economy26:18 – The Disappearing Middle Class and Economic Outlook#stocks #investing #economy
