The Money Runner - David Nelson

If you have a dream or passion to succeed there is only one answer. The entrepreneur, the athlete, actor, scientist or just a kid with a dream who doesn't go all-in won't realize their potential and will forever question their decision to play it safe.  

Stocks - The market has a habit of turning heroes to zeros in a New York minute.

00:00 When to go all in
01:41 When failure is not an option
02:13 Is recession inevitable?
02:44 What will the Fed do?
03:00 Bull Market?
03:28 Fed wants you to lose your job
04:03 The conundrum
04:16 Nothing changes sentiment like price
04:27 A.I.
05:06 $Trillions
05:25 Recession?
05:48 Capitulation
06:00 Cracks in the financial infrastructure
06:19 Limits to Fed toolbox
06:36 Sitting in cash is an All In Bet too

With $Trillions on the sidelines the recent market surge begs the question is the bull market for real? Two rules to follow in judging if you're thinking about rotating into small caps and deep cyclical stocks.
00:00 Debt Ceiling Crisis Resolved
00:37 Friday's Surge
00:49 Sector Leadership
01:19 Statistical Gap
01:47 What will force a rotation
02:13 Rule #1
03:27 Rule #2
03:45 6 False Rallies
03:56 4200
04:15 What could end the rally?
05:03 Elon Musk says "That's insane"
05:25 China Risk
06:24 Apple is starting to move supply chains
06:37 China's economic challenges
07:16 It may be worse than we think

President Biden and Speaker McCarthy have announced a Debt Ceiling Deal. Of course, there is no deal until they can sell it to wary house members on both sides of the aisle. While it keeps the U.S. solvent it is a short term fix to a long term problem. 

00:00 Debt Deal
01:07 The Price Tag
01:40 Criticism from both sides
02:43 Short Term Fix
03:09 Real Leaders
03:28 It isn't rocket science
04:04 Taxation
05:44 77,000
06:29 Tax Capital the same as income
07:27 Level the playing field
09:06 Defense Spending

To some he is the patron saint of invention and freedom and to others the devil incarnate. Here's my story on how Elon saved my Twitter identity. Who knew what was going to come next...

Batman Powell and the Fed need to take a step back and look at the big picture. The idea that the Fed can hit their target of 2% inflation without causing a train wreck is fantasy. The Fed can't go into superhero mode every time the Bat Signal goes up. They've already broken a few banks and if they keep heading down this path will break something bigger. Here's what's coming next.
00:00 Introduction
00:23 I can't get no respect
00:54 Maybe it's the institution
01:24 We need Superheroes
01:55 Volker and Bernanke
02:59 Debt Ceiling
03:28 $620 Billion
03:56 Bank Crisis
05:16 Batman Powell
05:51 Fed can't so this on their own
06:08 A little inflation can help
06:43 China factor
08:09 Jay needs an oncologist

Politicians have been hearing that for the last 50 years. Touch the third rail of politics, Social Security and your political future ends quickly. 

This is the Mount Everest of political debates. We all need to touch the third rail in fact I want you to grab it with both hands.
00:00 Touch it
01:06 It's the law
01:51 Trump and Biden agree
02:47 Increase the age to collect benefits
04:31 Raise FICA cap
05:04 Reduce benefits for high earners
05:19 Increase legal immigration
06:32 France

The March non-farm payrolls could push the Fed to make a mistake. My take on the market is going to raise some eyebrows. Is it a Mirage. In 6 months from now we'll know if I'm drinking water or sand.
00:00 The Spin
00:18 Good News Bad News
01:24 236,000
02:07 Challenges
02:38 Market Crash?
02:54 Rolling Recession
03:11 Market Mirage
03:23 Jay is terrified of repeating this mistake
03:43 A dark chapter for America
04:03 It's different this time
04:22 Supply shocks
04:57 Fed's next move

The President a comedian and an Ex President meet to discuss markets and the path forward. The answers are scarier than the questions.
00:00 Jerry what's the deal with the market
00:35 Round Trip
01:18 President Biden - Choices
02:49 Jerry - Investors piling into stocks
03:18 Valuations
03:35 Mega Cap Stocks
04:06 Does it make sense?
04:39 Donald - I'm a winner
05:13 Buying Protection
06:43 You think we're through the worst...
06:56 Earnings Season - Banks
07:44 The Big Buy - Estimates can lie
08:54 Believe me I know fake when I see it
09:44 What's the deal with the negativity
09:59 Beginning of the end...

We are all potential victims to a rising tide of drug assisted despair, even death. Today, there are no shortage of enemies to feed the beast. Some wish to hurt us because we are geopolitical enemies, and others simply because it's profitable. This pod goes deep into the crisis and the path out of the abyss. Sometimes it's personal like yours truly. 

Wall Street is genius at coming up with investment products that offer little in the way of innovation but convince you to pay more for it. See for yourself.
00:00 E.S.G - Intro
01:00 ESG Primer
01:37 Fossil Fuels are Ground Zero
01:52 Alternative Energy
02:03 Tesla
02:29 China is #1
02:48 The goal is to make money
03:08 Some ESG funds look like an Index Fund
03:28 Do the Math
04:23 Get out the calculator
04:48 30 cents on the dollar
05:16 Great for Wall Street
05:31 Vanguard pulls out
05:51 Green Paint
06:13 Legislation - Will the President Veto