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...

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:...

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 bigges...

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 Micro...

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 bear...

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 03:1...

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 ahe...

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&a...

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 o...

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 Ra...

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:...

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 ne...

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 Rais...

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...

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...

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 ca...

So you want to be a talking head on TV. You're smart, you're talented, and you want to make the next step. There is a dark side to being a TV Talking Head. Let's talk about it. 00:00 So you want to be on TV 00:38 Anchors & hosts need you 00:55 Politics, sports, markets & the economy 01:28 The problem is you start to fall in love... 01:47 Fox news anchor told me this 02:11 Pa...

Stock buybacks are sold as an efficient way to return capital to shareholders. That's the problem with a lie. A good lie has just enough truth in it to sell the fantasy. A stock buyback is CEO code that they have run out of ideas on how to grow the company. The easiest way to hit a performance target and make their bonus, is to buyback stock. 00:00 President Biden's comments 00:22 Bill C...

This episode explores what the defense department doesn't want you to know. The real cost of shooting down a Chinese Spy balloon, The threats we face are a clear and present danger and if we don't get some religion on how we fund the military we may not be able to deal with these threats in the future. When I started the Money Runner I said it would be a show about money. Sometimes that...

David gives his State of the Market speech to the nation and reveals the day he believes this bear market ends.