The Money Runner - David Nelson

David recaps the Fed decision day. "I'm sitting in front of my Bloomberg screen digesting all we learned today on the heels of one of the more important Fed meetings of the year. Let me know what you think. If you think I got it wrong shout it out. Best, David Nelson, CFA aka The Money Runner. 

Join David Nelson on The Money Runner as he delves into the dynamic world of commodities trading with seasoned expert Carley Garner of DeCarley Trading. In this insightful interview, Carley reveals the nuances of trading commodities versus the stock market, shares her groundbreaking call on the S&P 500, and discusses the intricacies of futures trading. With her extensive background including appearances on CNBC and Bloomberg and a wealth of educational content, Carley offers a deep dive into how she approaches the often-turbulent financial markets.

Disclosure, I may discuss 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."

00:00 You think the stock market is crazy?
00:31 Carley Garner
01:23 Carley called the stock market bottom
02:50 Everyone was short
04:14 She has been doing this a long time
06:25 You were right and everyone else was wrong
08:28 I never traded commodities
09:48 Commodities trade sideways
10:45 Leverage
11:16 Patience
11:47 Oil Propaganda
13:43 Mark Cuban
14:58 Does OPEC matter
17:48 The Dollar
19:39 Cash isn't trash
20:21 The everything rally
21:49 Back to the beginning
22:46 Artificial Intelligence
24:45 Trading all night
28:15 How to follow Carley

The rise of Javier Milei in his quest to become Argentinia's next president parallels the election cycle playing out here in the United States. People are fed up with the current political parties desperately looking for an alternative to the status quo. 

Big Tech's Market Influence
Walmart's Earnings Report as an economic indicator
Small Cap Stocks - Is this the beginning of a sustained rally
Fed - Can they pull off a soft landing
When the Fed will cut

David Nelson host of the Money Runner dives into last week's data. What worked? What didn't? and What's next. David also shares his report card. Do you think the grade is fair? How would you rate it.  

00:00 Bad News
01:02 November Rally
01:29 Small Caps need this to perform
01:50 Walmart rains on the parade
02:47 Walmart earnings
03:23 Dark Side of Higher for Longer
03:40 Banks
04:02 Deflation
04:55 Microsoft All-Time High
05:14 Making money to bleeding cash
05:44 Offensive move
06:12 Is it safe
06:41 When the Fed will cut
07:02 The Greater Fool
07:25 Report card
07:50 Cisco (CSCO)
08:22 Walmart (WMT)
08:50 Bleeding to death
09:59 Nvidia earnings

Dive into the intricate world of financial markets with this week’s episode of ‘The Money Runner’ hosted by David Nelson. This week’s special guest is Michael Gayed, author of the popular  @leadlagreport Whether you’re an advisor, investor, or simply curious about the financial markets, Michael has a wealth of knowledge and observations to share. David and Michael go deep into what is driving markets today and the signals that can prepare you for what lies ahead. 

00:00 Worst 10 years of my life
01:09 Michael Gayed Interview
02:39 What everyone wants to know
03:10 When markets crash
04:00 Bear Markets
04:22 High Risk Period
05:25 Sentiment was abysmal
06:26 Past matters more than prediction
08:04 The 60-40 portfolio
09:24 FOMO is more powerful than the Fed
10:59 Markets need a catalyst
11:14 The Credit Cycle
12:14 Higher for Longer
13:23 Where the Black Swan Lives
17:04 Treasury Auctions
19:26 Don't be overly convinced
20:02 Can A.I. save the market
21:07 Marc Andreesen
22:31 Let me push pack
25:44 Traditional bond buyers aren't buying
26:42 Hard Landing
27:22 Rest of the Year
28:38 There is no Santa Claus
30:13 The Election Cycle
34:04 Bearish on Humanity?
36:31 My dad ran a hedge fund
37:28 There are no gurus
38:42 I'm an optimist
39:47 Predicting the weather
40:09 Everyone thinks they can be a PM
43:20 What would make you a bull
45:00 You're supposed to Flip Flop
46:06 What did we leave out?
47:36 I'm right a lot, I'm wrong a lot

On the heels of a dovish Fed meeting and weaker than expected jobs report Wall Street Sharks smell a rate cut coming. They aren't wrong. Here's why.

From fear of missing out to fear of losing it all. Investor emotions have been taken on a roller coaster ride. David decodes the recent market action and goes right to the heart of what is forcing traders to the sidelines
00:00 Rough Week
01:05 Houston We Have a Problem
02:02 Living below the 200-day moving avg
02:46 Surrounded
03:19 Geopolitical Tensions
04:24 Bond Supply and Demand
05:40 You have choices

Investors have weapons to battle the market chaos. It's time to gear up, fight back and use them. Here is my favorite plus another A.I. investment. This one will surprise you. 

00:00 Surrounded
01:38 Not my first rodeo
02:30 Financial Weapons
03:54 Do the math
04:21 Opportunity
05:06 The promise of A.I. 
05:34 Bigger than the internet
06:15 Parker
08:03 Investing in AI

The first step to solving a problem is admitting you have one. The United States is addicted to debt. The elephant in the room is still the same elephant we've been dealing with since last year only bigger. With debts and deficits rising these are the steps we need to take to avoid a full blown financial crisis.
00:00 Threat to the U.S. Financial System
00:35 Widows and orphans aren't safe
01:21 Nonfarm payrolls
02:44 Addicted to debt
03:52 Regime change
05:35 BRICS
06:15 Washington
07:50 Congress
09:23 No more CR

GM CEO Mary Barra says 92% of her $29 Million pay package is performance based. Really? She became CEO in 2014. The stock has gone no where and debt has more than doubled. The UAW which has launched a strike against the big three point to her 34% pay bump as justification for their demands.

00:00 Pay for performance
00:25 Mary Barra GM CEO
01:08 UAW Strike
01:39 UAW Pay Demands
02:21 40%
02:35 Ford CEO says we'd go bankrupt
02:54 Tesla has already won
03:07 Mary Barra's $29 Million Pay Package
03:46 Let's go to the charts
04:17 Debt is rising
04:53 Shared Success