Episode Details

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!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.Watch David Busch's last interview with David Lin: https://www.youtube.com/watch?v=yT4EXUPArro*This video was recorded on February 23, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW DAVID BUSCH:Website: https://trajanwealth.com/YouTube: www.youtube.com/@trajanwealthFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: 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.0:00 - Intro.1:54 - Tariffs and volatility6:37 - Inflation and Warsh’s nomination12:44 - Economic growth14:14 - Fed policy16:23 - Labor market20:19 - AI and disruption23:17 - Resource war25:45 - Iran and oil#stocks #investing #economy