On this episode of The Money Path, host Todd M. Schoenberger welcomes David Waddell, CEO & Chief Investment Strategist at Waddell & Associates, for a timely, high-stakes discussion. With the U.S. government shutdown underway and uncertainty around passage of the continuing resolution, Waddell examines how these risks may weigh on market momentum and forward earnings expectations — especially in sectors like healthcare and insurance.
Despite new highs in equities, he cautions that elevated multiples and overextended earnings projections leave little room for error if fiscal drama intensifies. Waddell breaks down how the shutdown might accelerate Fed rate cuts, discusses AI’s deflationary potential across industries, and introduces his concept of “exponomics” — how exponential AI-driven CapEx investments may reshape growth, margins, and sector leadership.
Tune in for a deep dive into policy risk, market structure, and the evolving narrative for AI, interest rates, and economic growth.
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Published on 2 months, 2 weeks ago
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