The Money Runner - David Nelson

Is Apple losing its innovative edge? In this episode of The Money Runner, David Nelson dives deep into Apple's recent market moves, the rise of DeepSeek's AI challenge, and why investors are questioning Cupertino’s future. With analysts downgrading shares and whispers growing louder—has Apple played it too safe for too long?

We explore:
✅ The AI revolution shaking up tech markets 🤖
✅ Why Apple surged while others fell 📈
✅ The risks of incrementalism vs. bold innovation 💡
✅ 5 key steps Apple must take to reignite its Think Different spirit 🔥

Join us as we break down whether Apple can reclaim its title as the world’s most innovative company—or if it's destined to follow, not lead.

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#Apple #Innovation #ThinkDifferent #AI #MoneyRunner #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."

In this episode of The Money Runner, David Nelson, CFA, dives into the latest market trends, including the S&P 500’s performance, rising bond yields, and their impact on stock valuations. Discover what’s driving investor concerns, the sectors leading the charge in 2025, and the economic factors weighing on market momentum. From inflation data to Fed policy shifts, we break down the key insights you need to navigate the financial landscape. Don’t miss this deep dive into market signals and strategies for smart investing. 

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."

In this episode, I dive into the challenges facing traditional 60/40 balanced portfolios and explore innovative alternatives to rethink how we invest. From the shortcomings of fixed income in today’s market to strategies like private credit, long/short equity, and structured notes, I break down practical solutions to diversify risk and enhance returns. If you're ready to think outside the bond box and reshape your investment approach, this episode is for you! Let’s get started.

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."

"2025 Market Mission Brief! Your Biggest Risk Is Not Taking One"
Step into 2025 with a game plan. We cover a lot of ground in this week’s podcast. AI Tech spending may be bigger than even bulls believe but every bull market has an Achilles Heel and this one is no different. Check out Enemy #1. 

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."

The week ended on a high note but stocks were up against some headwinds as the Fed changed their playbook. This week's Money Runner podcast covers a lot of ground including insider selling and why Wall Street predictions almost never pan out. - David Nelson

"Join David Nelson, Chief Strategist of Belpointe and host of The Money Runner Podcast as he takes you 3,000 feet above Poughkeepsie—literally and figuratively—to explore market trends, predictions, and the unpredictable nature of investing. From black swans to insider selling, learn how to adapt your financial strategy and stay ahead in an ever-changing market landscape. 🚀💼 #Investing #Markets #Finance"

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."

"After two years of monster market returns, 2024 is coming to a close with big opportunities—and even bigger risks. What’s next for investors? In this episode of The Money Runner, David Nelson breaks down 4 key strategies to navigate the shifting market landscape, insights into the fading dominance of the Magnificent Seven, and how to prepare for 2025’s biggest challenges. Tune in for actionable advice and data-driven stock-picking tips that can help you make your next move the right one. "

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."

In this episode of The Money Runner, David Nelson dives into Nvidia's latest earnings and the broader implications for the AI ecosystem. Are companies like Nvidia and the AI industry as a whole too big to fail? We also explore the challenges of market valuations, the rise of small caps, and what the 2024 S&P 500 targets mean for investors. Plus, the unexpected shifts in Fed policy, BRICS’ growing influence, and why “we don’t know what we don’t know” could be the most important investment lesson yet. Don’t miss this insightful analysis! 🚀

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."

"Elections have consequences, and so does the way our government operates. In this episode of The Money Runner, David Nelson dives into 'The DOGE Factor,' Elon Musk and Vivek Ramaswamy’s bold mission to cut government waste, and how markets are reacting post-election. From defense spending to deregulation and the shifting yield curve, we explore the financial implications of big government under fire. Don’t miss this deep dive into what’s working, what isn’t, and what’s next for investors!"

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."

In this episode of The Money Runner, host David Nelson dives into the economic realities facing the U.S. as the election approaches. With a ballooning federal debt and interest payments projected to skyrocket it's clear the present course in unsustainable. David examines how SpaceX founder Elon Musk might play a role in making Washington more efficient.

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."

Money Runner, host David Nelson, CFA, dives into a volatile day in the markets, discussing his experiences with two major stocks: Newmont Mining and Tesla. Hit from both sides being long Newmont and not owning Tesla made for a bad day. "That's the world we live in as an on the line portfolio manager." You have days like this. We all do." David also explores the broader market environment, including interest rates, geopolitical events, and the upcoming election. He shares insights on how these factors shape investment strategies and why rising interest rates may force us to pull out the Red Zone Playbook. 

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. Full disclosure, I went long Tesla the day following this recording. 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."