The Money Runner - David Nelson

With U.S. debts and deficits rising at an unsustainable pace, eventually someone is going to stand up and shout out, "The Emperor has no clothes!"

David Nelson dives deep into a crisis that has been building for years. Even G20 members are joining BRICS+ not to mention that 5 of the top 10 world oil producers are members as well. 

0:00 Market Wall of Worry 
00:40 Long term challenges 
01:48 B.R.I.C.S 
02:40 B.R.I.C.S. Plus 
03:24 Putin 
03:51 World Leaders - Dollar Concern 
04:39 King Dollar 
05:37 Ray Dalio 
06:01 What can other countries do? 
06:56 Saudi Arabia & Iran restore relations 
07:54 Emperor has no clothes 
08:10 British Empire 
08:42 Pathway to failure 
09:16 Remember

We've been reading the maps all wrong. The storm isn't behind us, it's dead ahead. 

David walks you through the math on why the U.S. is on a path to recession and that there is little we can do to stop it.

00:00 The Yellow Brick Road
01:03 Inverted Yield Curve
03:37 When the recession hits
04:54 Time to get "Real"
05:52 Back to the charts

David Nelson, host of The Money Runner explains why July 6th turned the market on its head and reveals his playbook on how to weather the coming storm in equity and fixed income markets.

00:00 Fear & Greed
00:52 I believe in technology
02:46 Data
04:15 Battle between Growth & Value
06:44 Sector Performance
08:11 Markets pain
08:54 The Trigger
09:25 What if rates go higher?

The Money Runner takes you through a pretty dramatic week. A downgrade of U.S. Debt, Blow out numbers from Amazon, Goldilocks Job Numbers and a disappointing earnings report from America's favorite company.
00:00 Relfelection
00:57 Have a plan
02:20 This is where to look
04:24 Senator Joe Manchin
04:55 11 other countries with a better rating
05:43 We have a problem
06:22 Buffett vs Ackman
07:02 Stocks vs Bonds
08:01 This should have been good news
08:31 Apple
09:52 Where to put fresh money

Stocks are in the Red Zone on a path to all-time highs but as we learned last week every bull market has an Achilles Heel. If valuation was the only thing that mattered Apple (AAPL) would be trading at 100 instead of waltzing into earnings close to 200.
00:00 Stocks in the Red Zone
01:01 Achilles Heel
02:30 Hedge Funds go short
04:18 Bank of Japan catches street off guard
05:13 Apple's biggest risk
06:59 Amazon

In this week's market minute David takes you through what to expect from Alphabet, Microsoft and Meta earnings this week. How big a focus will A.I. be and more importantly for Alphabet and Meta, what is the health of the ad market on the heels of weak reports from OMC and IPG last week.
00:00 GOOGL, MSFT and META to report
01:02 Traders, hedge funds and investors
02:33 Alphabet
03:32 Is Microsoft a monopoly?
04:24 Meta - Mark got the memo
05:56 The smart money

You've missed the bull market and you're asking yourself what do I do now? David Nelson, host of The Money Runner discusses 3 narratives driving market action and shares a strategy that could repair your portfolio and retirement with a big margin of safety. 

00:00 You missed the bull market
00:37 There's no shame
01:27 The Bear Case
04:05 The Bull Case
07:01 This will drive the bears nuts
09:42 The Path to an all-time high
11:31 What you should do now

Power corrupts. Absolute power corrupts absolutely. China and the U.S. are on a collision course. Steps the United States must take maintain its leadership in the free world. The war over semiconductors is the tip of the iceberg.
00:00 The Battle
00:30 Export Controls
01:15 Bending over backwards
01:47 I'm just getting started
02:32 We don't live in that world
02:55 Balance of power
03:10 Managing the unwind
03:48 National Security Imperative
04:08 Taiwan
04:37 Strategic Ambiguity
04:54 2027
05:35 We need to control the narrative
05:57 China thinks in terms of decades
06:11 Diplomatic stumble
06:42 U.S. corporations get the message
07:44 Americans get the message

The coup may be over but is this just the beginning of a wider struggle inside Russia? David takes you through the events of the weekend. Questions that have to be asked and answered:

What's actually taking place on the ground?
Why turned Putin's closest ally into a threat?
Why did the Wagner Group back down?
Is U.S. leadership up to the task of navigating the geopolitical minefields ahead?
00:00 Breaking News
00:38 Right out of Hollywood
01:36 Questions that need answers
02:25 Markets hate uncertainty
03:04 Teflon Don
03:43 Biggest Fear - Nukes
04:01 Scrambling for Answers
04:19 Knee Jerk Reactions in Stocks
04:36 Herein lies the opportunity
05:00 Some warnings are legitimate
05:14 A.I. is the best thing...
05:50 Putin is damaged
06:47 Rapidly unfolding events
07:14 "This is historic"
07:37 Be careful what you wish for
07:51 Twitter pumps up the volume
08:17 What we do know
08:48 He said Putin is afraid
09:12 Geopolitical events bring opportunity
09:29 Use that fear to your advantage

So is this a Bull or Bear Market? If you do the math you're going to get the surprise of a lifetime. Nvidia doesn't even make the top 10 of investments this year.

00:00 The narrative for 2023
00:59 The media only cares about clicks
01:25 5% yields
01:38 S&P 500 vs S&P 500 Equal Wt
02:06 Banking Crisis
02:55 Do the Math
03:30 1597
04:05 Artificial Intelligence
04:34 Nvidia doesn't even make the top 10
04:56 Are there risks?
06:01 A year from now
06:30 All the usual suspects
06:53 China - Zero Covid
07:39 Fear - Greed