Following a better-than-expected jobs report and a cooler inflation print, David Busch expects this will be "a huge benefit to risk assets." He later addresses the concerns about AI disruption to the labor market, saying "white-collar jobs" might feel more impact. David later describes his investing approach, including a "pivot to quality." On the recent selling pressures in software companies, he thinks the selloff is "a bit overdone" but says the group will eventually play defense with AI technology.