‘Marching Towards Default’: Market’s Weakest Link Revealed | David Busch

Start earning interest in gold: https://Monetary-Metals.com/Lin David 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:    • Why Are Markets Panicking Today? Fund Mana...   *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:    / @davidlinreportclips   Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW DAVID BUSCH: Website: https://trajanwealth.com/ YouTube:    / @trajanwealth   FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV):   / davidlin_tv   Instagram (@davidlin_TV):   / davidlin_tv   For business inquiries, reach me at david@thedavidlinreport.com DISCLAIMER: 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 Stocks 03:43 – Is the 60/40 Portfolio Making a Comeback? 04:50 – Tech Stock Rotation and the Next Phase of AI 06:51 – Why AI Companies Are Being Punished Despite Strong Earnings 09:11 – China's AI Competition and Risks to U.S. Tech 11:53 – CoreWeave, Oracle, and AI Debt Risks 16:05 – AI Opportunities: Finding Value or Falling Into a Trap 19:50 – Iran War, Inflation, and the Fed's Next Move 22:46 – Consumer Spending and America's Two-Speed Economy 26:18 – The Disappearing Middle Class and Economic Outlook #stocks #investing #economy