Dennis DeBusschere: The Economy Must Respect The 'Speed Limit'

On The Tape with Danny Moses · Sep 23, 2026 · 35m

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Host Danny Moses welcomes back 22V Research founder and CEO Dennis DeBusschere to discuss his prior market calls, including the S&P 500 reaching 7,800, and to unpack Kevin Warsh’s first Fed rate hike since 2023. DeBusschere argues the hike is justified by unexpectedly strong growth, tight unemployment, and inflation risks, and explains how higher 10-year yields can coexist with tight credit spreads as markets price stronger growth driven in part by massive AI-related CapEx. They discuss Treasury Secretary Bessent’s efforts to influence…