Is the AI Rally Over? CIO Weighs in on Rates, Earnings & Economic Risk

Описание: Our CIO David Busch joins FinTech to break down the week’s biggest market themes ahead of the weekend.

In this interview, David covers:

The AI Trade — Is there a permanent divergence forming between cash-rich hyperscalers and heavily leveraged AI upstarts, and what rising capex means for equity valuations

Rates & Inflation — With the 10-year yield hovering near 5.13%, David explains why a Fed pause may offer limited relief as energy-driven, scarcity-based inflation embeds itself throughout the economy

Big Bank Earnings — What loan growth, net interest margin compression, and funding costs are signaling about the health of the financial system

The American Consumer — How rising energy and healthcare costs are forcing consumers to pull back, and what that means for economic growth heading into year-end

Retail Sales & Labor Markets — What this week’s data, including a negative average hourly earnings print, tells us about where the economy is headed



Recorded Friday, October 16, 2026

David Bush is the Chief Investment Officer at Trajan Wealth. Visit us online: https://trajanwealth.com

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Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor.