The Money Runner - David Nelson

Stocks are hitting new highs, but stretched valuations, inflation fears, rising tariffs, and Fed drama have some investors flashing back to 1999. In this episode of The Money Runner, David Nelson breaks down why today’s market isn’t the dotcom bubble—yet. From earnings strength to valuation traps, learn why smart investors are staying in the game—and what could change that.

Disclosure: "At the time of this article I currently hold shares in some of the companies mentioned as part of investment portfolios in funds I manage for Belpointe. Additionally, I may discuss other securities that are under consideration for future investment; however, discussing these securities is not a recommendation to buy, sell, or hold. My mention of these securities reflects my personal opinion and analysis at this moment and may change without notice. Please remember that all investments involve risks, including the possible loss of principal."

As U.S. carrier groups steam toward the Middle East and oil prices edge higher, investors are being forced to recalibrate—fast. In this episode of The Money Runner, David Nelson breaks down the high-stakes standoff with Iran, the Fed’s tightrope act under political pressure, and why capital doesn’t wait for geopolitical clarity. From rising risk premiums to AI bidding wars and Apple’s existential crossroads, it’s all happening in the fog of war. 

🎧 In the Fog of War, Capital Doesn’t Wait for a Winner

Disclosure: "At the time of this article I currently hold shares in some of the companies mentioned as part of investment portfolios in funds I manage for Belpointe. Additionally, I may discuss other securities that are under consideration for future investment; however, discussing these securities is not a recommendation to buy, sell, or hold. My mention of these securities reflects my personal opinion and analysis at this moment and may change without notice. Please remember that all investments involve risks, including the possible loss of principal."

Trump’s tariff threats, Apple’s iPhone challenge, bond yields on the rise, and a $40 Billion bet on A.I. —this episode breaks down the week and how to adapt to the new market reality. 

Welcome to The Money Runner with David Nelson.

Disclosure: "At the time of this article I currently hold shares in some of the companies mentioned as part of investment portfolios in funds I manage for Belpointe. Additionally, I may discuss other securities that are under consideration for future investment; however, discussing these securities is not a recommendation to buy, sell, or hold. My mention of these securities reflects my personal opinion and analysis at this moment and may change without notice. Please remember that all investments involve risks, including the possible loss of principal."

Moody’s just downgraded the U.S. credit rating — after hours, ahead of tense budget talks. Markets are wobbling, but Trump’s whirlwind Middle East tour secured over $2 trillion in deals.

Are we headed for new all-time highs — or is the rally built on borrowed time and borrowed money?

📉 Credit risk is rising
🌍 Geopolitics are shifting
📈 Markets are still climbing

🎧 Tune in as David Nelson breaks down the risks, the rally, and what it all means for your portfolio.

Disclosure: "At the time of this article I currently hold shares in some of the companies mentioned as part of investment portfolios in funds I manage for Belpointe. Additionally, I may discuss other securities that are under consideration for future investment; however, discussing these securities is not a recommendation to buy, sell, or hold. My mention of these securities reflects my personal opinion and analysis at this moment and may change without notice. Please remember that all investments involve risks, including the possible loss of principal."

Wall Street’s riding an emotional rollercoaster—but one name keeps markets grounded: Scott Bessent. In this episode, David Nelson unpacks the tariff turmoil, shifting Fed bets, and why Bessent’s calm, clear messaging has traders reaching for the buy button.

Disclosure: "At the time of this article I currently hold shares in some of the companies mentioned as part of investment portfolios in funds I manage for Belpointe. Additionally, I may discuss other securities that are under consideration for future investment; however, discussing these securities is not a recommendation to buy, sell, or hold. My mention of these securities reflects my personal opinion and analysis at this moment and may change without notice. Please remember that all investments involve risks, including the possible loss of principal."

Tensions are rising between President Trump and Fed Chair Jay Powell—but this isn’t the first time a president has clashed with the Federal Reserve. In this episode, David Nelson breaks down Powell’s sharp remarks, Trump’s push for rate cuts, and the long history of political pressure on the Fed—from LBJ to Nixon to Reagan. Plus, what it all means for markets, investors, and the road ahead.

Disclosure: "At the time of this article I currently hold shares in some of the companies mentioned as part of investment portfolios in funds I manage for Belpointe. Additionally, I may discuss other securities that are under consideration for future investment; however, discussing these securities is not a recommendation to buy, sell, or hold. My mention of these securities reflects my personal opinion and analysis at this moment and may change without notice. Please remember that all investments involve risks, including the possible loss of principal."

Wall Street is banking on a strong Q4 rebound — but is it too risky? In this episode of The Money Runner, David Nelson dives into the Fed’s renewed use of the word "transitory" and what it means for investors. With 2025’s market outlook heavily dependent on a late-year recovery, are we setting ourselves up for disappointment? Tune in as David breaks down the risks, the data, and the strategies to navigate this uncertain landscape.

Disclosure: "At the time of this article I currently hold shares in some of the companies mentioned as part of investment portfolios in funds I manage for Belpointe. Additionally, I may discuss other securities that are under consideration for future investment; however, discussing these securities is not a recommendation to buy, sell, or hold. My mention of these securities reflects my personal opinion and analysis at this moment and may change without notice. Please remember that all investments involve risks, including the possible loss of principal."

📉 Mutually Assured Destruction: The Market's Dangerous Balancing Act 📈

Markets are on edge, and uncertainty is wreaking havoc on investors. In this episode of The Money Runner, David Nelson breaks down the concept of Mutually Assured Destruction (M.A.D.) — a strategy that’s now playing out in global markets. From rising tariffs to economic volatility, learn how to navigate the chaos, manage risk, and position your portfolio for what’s ahead.

🔎 Is your money in the blast zone? Tune in to find out.

💬 Drop your thoughts in the comments below!
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The stock market is more divided than ever, with a 70-point dispersion between winners and losers. Simply beating the market won’t cut it this year—!

🚀 In this episode of The Money Runner, we break down: 

✅ Why the biggest stocks are struggling & what it means for YOU 📉 

✅ How to escape “dead money” and let your profits run 🚀 Don't settle for average. 

Disclosure: "At the time of this article I currently hold shares in some of the companies mentioned as part of investment portfolios in funds I manage for Belpointe. Additionally, I may discuss other securities that are under consideration for future investment; however, discussing these securities is not a recommendation to buy, sell, or hold. My mention of these securities reflects my personal opinion and analysis at this moment and may change without notice. Please remember that all investments involve risks, including the possible loss of principal."

Is the Magnificent 7 dead? Every strategist is telling you to move into the other 493 stocks, but is that really the answer? In this episode of The Money Runner, David Nelson breaks down why a shotgun approach to the market won’t cut it in 2025. With market dispersion at extreme levels, stock picking and sector rotation matter more than ever. We’ll dive into the AI trade, shifting sector leadership, and why blindly chasing the broader market could be a costly mistake. Tune in to get ahead of the curve!

🔔 Subscribe for more insights! #Investing #MAG7 #StockMarket

Disclosure: "At the time of this article I currently hold shares in some of the companies mentioned as part of investment portfolios in funds I manage for Belpointe. Additionally, I may discuss other securities that are under consideration for future investment; however, discussing these securities is not a recommendation to buy, sell, or hold. My mention of these securities reflects my personal opinion and analysis at this moment and may change without notice. Please remember that all investments involve risks, including the possible loss of principal."