David Busch
CIO of Trajan Wealth and value-oriented portfolio manager with expertise in macroeconomics, inflation, and sector rotation, interviewed here about tariffs, AI infrastructure, and labor market impacts.
Top 3 podcasts with David Busch
Ranked by the Snipd community
22 snips
Nov 14, 2025 • 33min
Market's Worst Sell-Off In A Month, Will It Get Worse? Fund Manager Reveals What's Next
David Busch, CIO of Trajan Wealth, offers insights from over 20 years in investment management. He discusses the recent market volatility and the implications of Fed policies on stocks and bonds. Busch explains the impact of private credit on the market, emphasizing the importance of high-quality bonds for income and diversification. He also highlights tech valuations and suggests strategies for hedging against market risks while highlighting the speculative nature of crypto in retirement portfolios. Tune in for invaluable investment wisdom!
9 snips
Feb 23, 2026 • 30min
White-Collar Wipeout: Economy Enter ‘Pivotal Time’ As Markets Rotate | David Busch
David Busch, CIO of Trajan Wealth and value-focused portfolio manager, discusses how tariffs, rising core inflation, and AI infrastructure are reshaping markets. He covers sector rotation from big tech into value, materials, industrials and utilities. Labor shifts from AI automation and implications for consumer spending and fixed-income positioning round out the conversation.
Sep 4, 2025 • 14min
Rates vs Reality: David Busch on Fed Signals, Inflation, and Positioning for Year-End
David Busch, CFA and Co-Chief Investment Officer at Trajan Wealth, shares his expertise on navigating today’s turbulent financial landscape. He delves into the Federal Reserve's recent signals and their impacts on market expectations. David contrasts the contrasting trends of CPI and PPI, highlighting their implications for investors. He addresses the growth versus value equity dilemma and warns of potential weaknesses in consumer data. Additionally, he presents an intriguing case for intermediate-term bonds as a unique investment opportunity amidst current volatility.
