The Money Runner" podcast, hosted by David Nelson, offers a no-nonsense approach to finance and investing. Shunning the complicated jargon of Wall Street, Nelson advocates for straightforward strategies. Throughout the episodes, he provides insights based on his extensive 25-year experience, tackling topics such as market timing, corporate finance dynamics, and economic indicators like the ISM PMI data. With a critical eye on both historical and current market trends, Nelson discusses the broade...
Apr 08, 2024•9 min
The Money Runner hosted by David Nelson dives deep into the heated debate between index funds and active management. There's a "perfect storm" brewing on the horizon. Ai, the Fed and Apple are colliding creating an opportunity too good to pass up. 00:00 Index Funds vs Active Management 00:33 Change is the True Constant 00:55 The Perfect Storm 01:36 Rise of Index Funds 02:36 Interest Rates, Quantitative Easing 03:47 Ai is the New Age of Compute 05:54 Peak Apple 06:45 Active Manager's Opportunity ...
Mar 24, 2024•9 min
Uncover the Truth Behind the Bull Run: Dive into the frenzy driving today's stock market highs and discover if your investments are at risk. Decode Nvidia's Earnings: Get an inside look at Nvidia's much-anticipated earnings report and what it means for the future of AI and your portfolio. Learn from History's Investment Lessons: Explore how past market predictions can guide today's investment strategies and help you avoid costly mistakes. Analysts Exposed: Find out how analysts' predictions migh...
Feb 26, 2024•8 min
Join David Nelson, CFA for a very special episode of the Money Runner podcast. This is a deep dive into markets and tech stock valuations. Plus 3 things that could end the current love affair with technology shares. Expert Analysis on Tech Stock Valuations: Explore the fascinating world of tech stocks, including companies like Nvidia and Apple, and understand what their current valuations mean for investors. Federal Reserve's Impact and Economic Indicators: Discover how Fed policies and economic...
Jan 24, 2024•13 min
Uncover Investment Insights for 2024 with Hedge Fund rocks star Dan Niles on The Money Runner! Join David Nelson as he delves into the crucial investment questions of "What's working, what didn't, and what's next' with Dan Niles founder & senior portfolio manager for the Satori Fund. This in-depth discussion offers valuable perspectives on 2023 and potential market surprises for 2024. 00:00 Where the Rubber Hits the Road 00:51 Not afraid to make the big call 01:38 Consensus has been wrong 02...
Jan 13, 2024•27 min
Join David Nelson, CFA host of the Money Runner Podcast for an exclusive interview with a tech luminary who navigated the high-stakes world of Silicon Valley, shaping the very internet we use today. From early days at eBay to pivotal roles at Google, Jeff Huber unveils the transformative power of data and the inside story of a leader at one of the world's most powerful tech companies. Discover the intricate culture of Google and learn how a focus on innovation and technology can drive monumental...
Jan 06, 2024•18 min•Season 1Ep. 115
Welcome to "The Money Runner," hosted by David Nelson. In this episode, we delve deep into the ever-changing investment landscape. Change is the only Constant: Discover why adaptability is your most valuable asset Investor Sentiment and the VIX: The VIX is at lows showing investor complacency is high AI Revolution in Investing: Like the title says, every company is an AI company even if they don't know it Case Study: Apple vs Nvidia Seeking Growth in Small Caps: You'll come away with one small c...
Dec 31, 2023•7 min•Season 1Ep. 114
In episode 2 of The Money Runner interview with Tech visionary Jeff Huber David and Jeff discuss the rising concern over biased or inaccurate output from some large language models. Concerns Over AI Bias and Security Risks: The conversation highlights that 79% of senior IT leaders have concerns about potential security risks in AI technologies, and 73% worry about biased outcomes. AI's Tendency to Confirm Existing Beliefs: An example is given where using AI to define a political outcome resulted...
Dec 31, 2023•13 min•Season 1Ep. 113
Join us in an eye-opening episode of The Money Runner, where host David Nelson sits down with Jeff Huber, an influential pioneer in the tech industry, to discuss the rapidly evolving world of Artificial Intelligence (AI). Jeff is the co-founder of Triatomic Capital, a former senior vice president at Google, the founding CEO at Grail and sits on the board of too many companies to mention. This podcast will shine a light on the power of AI and its implications for the future. Here's what you can e...
Dec 21, 2023•16 min•Season 1Ep. 112
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.
Dec 14, 2023•9 min•Season 1Ep. 111
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...
Dec 08, 2023•29 min•Season 1Ep. 110
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.
Nov 21, 2023•2 min•Season 1Ep. 109
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 t...
Nov 20, 2023•11 min•Season 1Ep. 108
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 0...
Nov 14, 2023•49 min•Season 1Ep. 107
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.
Nov 06, 2023•7 min•Season 1Ep. 106
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
Oct 31, 2023•7 min•Season 1Ep. 105
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
Oct 21, 2023•9 min
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 Congre...
Oct 09, 2023•11 min•Season 1Ep. 104
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 0...
Sep 19, 2023•6 min•Season 1Ep. 105
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 ...
Sep 13, 2023•10 min•Season 1Ep. 104
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
Sep 03, 2023•8 min•Season 1Ep. 103
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?...
Aug 14, 2023•11 min•Season 1Ep. 102
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...
Aug 07, 2023•11 min•Season 1Ep. 101
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
Jul 31, 2023•8 min•Season 1Ep. 100
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...
Jul 24, 2023•7 min•Season 1Ep. 99
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...
Jul 17, 2023•13 min•Season 1Ep. 98
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:...
Jul 08, 2023•9 min•Season 1Ep. 97
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 unce...
Jun 27, 2023•10 min•Season 1Ep. 96
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 - ...
Jun 21, 2023•9 min•Season 1Ep. 95
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 ...
Jun 13, 2023•8 min•Season 1Ep. 94
