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David Bahnsen
David is the Founder, Managing Partner, and the Chief Investment Officer of The Bahnsen Group.
David is the Founder, Managing Partner, and the Chief Investment Officer of The Bahnsen Group.
Sep 4, 2026 • 31 minutes
The AI CapEx Boom: The Real Risk Investors Are Missing
Sep 11, 2026 • 24 minutes
25 Years After 9/11—Investor Lessons, National Unity, and Human Resilience
Sep 14, 2026 • 16 minutes
AI Regulation Fears Hit Semis; CPI/PPI Update, Fed Meeting, and Oil Above $100
Sep 18, 2026 • 24 minutes
A Performative Fed Hike: Markets Lead, the Fed Follows
Sep 21, 2026 • 15 minutes
Market Rally, Narrowing Breadth, and Fed Outlook
Sep 25, 2026 • 27 minutes
Reframing the Energy Investment Case: Midstream, Natural Gas, and AI Power Demand
Sep 28, 2026 • 20 minutes
Market Breadth Warning Signs, Rising Yields, Housing Shifts, and Energy Focus
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