Markets on Edge: Shutdown Risks, AI’s Upside & Rate Cut Strategy with David Waddell

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. 📢 Don’t miss this forward-thinking conversation redefining modern finance. 👉 Watch now and subscribe to ⁠CrossCheck Media⁠ for more market-shaping insights. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠...⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📱 Follow us for real-time updates: LinkedIn: ⁠  / crosscheck-media-llc  ⁠ Instagram: ⁠  / crosscheckmedia  ⁠ Facebook: ⁠  / crosscheckmedia  ⁠ 📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent. #TheMoneyPath #DavidWaddell #GovernmentShutdown #AI #Investing #Markets #RateCuts #Exponomics #FedPolicy #StockMarket #EconomicOutlook #TechInvesting Learn more about your ad choices. Visit megaphone.fm/adchoices