The Money Runner - David Nelson - podcast cover

The Money Runner - David Nelson

David Nelson, CFAwww.buzzsprout.com

David Nelson launches The Money Runner. In the end money touches everything. The show will take on topics that resonate from Wall Street to Main Street and of course Washington.

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Episodes

Is the Bull Market Real? - $Trillions on the sidelines want to know

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 A...

Jun 05, 20239 minSeason 1Ep. 93

Debt Ceiling Deal - Short Term Fix to a Long Term Problem

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 ...

May 31, 202310 minSeason 1Ep. 92

How Elon Musk saved my Twitter identity

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...

May 02, 202310 minSeason 1Ep. 91

Hey Batman maybe a little inflation isn't the worst thing

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 Vol...

May 02, 20239 minSeason 1Ep. 89

Touch It and You'll Die! - The third rail of politics is Social Security

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...

Apr 18, 20237 minSeason 1Ep. 88

236,000 - This should be the Fed's next move

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...

Apr 09, 20236 minSeason 1Ep. 88

Street Smarts: Biden Trump & Seinfeld bring Wall Street to life

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 0...

Apr 03, 202311 minSeason 1Ep. 87

You're an addict - Take the first step

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.

Mar 27, 202310 minSeason 1Ep. 87

ESG Good for Wall Street Bad for America

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 Gre...

Mar 06, 20237 minSeason 1Ep. 86

If you want to become a TV talking head watch this

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 Payback 02:43 The best interview 03:08 It hurts 03:24 Broadcast news 03:37 Your own podcast 03:57 It's a gut punch 04...

Feb 27, 20235 minSeason 1Ep. 85

Stock Buybacks - The road to hell is paved with good intentions

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 Clinton 01:00 Performance based pay 01:16 Inside joke 02:11 It sounds great 02:28 Cold hard cash 02:43 Regulati...

Feb 21, 202310 min

How much did it cost to shoot down a Chinese Spy balloon

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 takes us into the belly of the beast, Washington. - David Nelson 00:00 Introduction 01:30 Rising threat from C...

Feb 13, 20238 min
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