David Busch
CIO of Trajan Wealth overseeing a multi-asset strategy and roughly $2 billion AUM, with 20+ years of experience across equities, fixed income, currencies, derivatives, and alternatives.
Best podcasts with David Busch
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22 snips
Nov 14, 2025 • 33min
Market's Worst Sell-Off In A Month, Will It Get Worse? Fund Manager Reveals What's Next
David Busch, CIO of Trajan Wealth, offers insights from over 20 years in investment management. He discusses the recent market volatility and the implications of Fed policies on stocks and bonds. Busch explains the impact of private credit on the market, emphasizing the importance of high-quality bonds for income and diversification. He also highlights tech valuations and suggests strategies for hedging against market risks while highlighting the speculative nature of crypto in retirement portfolios. Tune in for invaluable investment wisdom!
Sep 4, 2025 • 15min
Rates vs Reality: David Busch on Fed Signals, Inflation, and Positioning for Year-End
David Busch, CFA and Co-Chief Investment Officer at Trajan Wealth, shares his expertise on navigating today’s turbulent financial landscape. He delves into the Federal Reserve's recent signals and their impacts on market expectations. David contrasts the contrasting trends of CPI and PPI, highlighting their implications for investors. He addresses the growth versus value equity dilemma and warns of potential weaknesses in consumer data. Additionally, he presents an intriguing case for intermediate-term bonds as a unique investment opportunity amidst current volatility.
