David Busch on Why the Economy Is Holding Up Despite Rising Global Risks

David Busch, Co-CIO of Trajan Wealth, says geopolitical risk and elevated energy prices have left the U.S. economy firm but increasingly fragile. He explains how Middle East tensions are pressuring inflation while the Federal Reserve remains constrained, even as artificial intelligence infrastructure continues to drive opportunity in select sectors. He also outlines why diversification beyond large‑cap tech, including fixed income and alternatives, is becoming essential in this volatile environment.

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