Why Are Markets Panicking Today? Fund Manager On New Tariffs, Iran Strike, Inflation | David Busch

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David Busch, CIO of Trajan Wealth, explains why inflation, tariffs, and AI automation are reshaping the economy and where investors should position themselves as sector rotation moves from big tech into value and infrastructure plays.

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*This video was recorded on February 23, 2026.

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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.

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0:00 - Intro.
1:54 - Tariffs and volatility
6:37 - Inflation and Warsh’s nomination
12:44 - Economic growth
14:14 - Fed policy
16:23 - Labor market
20:19 - AI and disruption
23:17 - Resource war
25:45 - Iran and oil

#stocks #investing #economy