The Money Runner

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Wall Street’s riding an emotional rollercoaster—but one name keeps markets grounded: Scott Bessent. In this episode, David Nelson unpacks the tariff turmoil, shifting Fed bets, and why Bessent’s calm, clear messaging has traders reaching for the buy button.

Disclosure: "At the time of this article I currently hold shares in some of the companies mentioned as part of investment portfolios in funds I manage for Belpointe. Additionally, I may discuss other securities that are under consideration for future investment; however, discussing these securities is not a recommendation to buy, sell, or hold. My mention of these securities reflects my personal opinion and analysis at this moment and may change without notice. Please remember that all investments involve risks, including the possible loss of principal."

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543 views

Tensions are rising between President Trump and Fed Chair Jay Powell—but this isn’t the first time a president has clashed with the Federal Reserve. In this episode, David Nelson breaks down Powell’s sharp remarks, Trump’s push for rate cuts, and the long history of political pressure on the Fed—from LBJ to Nixon to Reagan. Plus, what it all means for markets, investors, and the road ahead.

Disclosure: "At the time of this article I currently hold shares in some of the companies mentioned as part of investment portfolios in funds I manage for Belpointe. Additionally, I may discuss other securities that are under consideration for future investment; however, discussing these securities is not a recommendation to buy, sell, or hold. My mention of these securities reflects my personal opinion and analysis at this moment and may change without notice. Please remember that all investments involve risks, including the possible loss of principal."

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282 views

Markets don’t move like this without a reason. In this episode of The Money Runner, David Nelson breaks down the emotional rollercoaster that rocked Wall Street this week—plunging markets, rumors, a 90-day tariff moratorium, and a last-minute White House reversal. Was it the "Art of the Deal" or something deeper—like a systemic stress signal that spooked the administration? Nelson dives into charts, policy shifts, and the financial plumbing that may have triggered it all.

Disclosure: "At the time of this article I currently hold shares in some of the companies mentioned as part of investment portfolios in funds I manage for Belpointe. Additionally, I may discuss other securities that are under consideration for future investment; however, discussing these securities is not a recommendation to buy, sell, or hold. My mention of these securities reflects my personal opinion and analysis at this moment and may change without notice. Please remember that all investments involve risks, including the possible loss of principal."

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628 views

Welcome to The Money Runner. In this episode, I breakdown a volatile week on Wall Street, where unexpected tariff announcements and tech sector tremors led to a sharp market sell-off.

📉 Topics covered:

Why markets collapsed this week — it's more than just tariffs

A historical look at market drawdowns and resilience

Trump's long-standing view on trade and the 1944 Bretton Woods legacy

The growing global competitiveness post-WWII — Germany, Japan, China

Ray Dalio's warnings on U.S. debt and deficits

Are U.S. stocks overpriced? Why valuation matters now more than ever

The DeepSeek moment: Is AI spending overhyped?

Signs of capitulation and what the VIX is telling us

What falling bond yields might mean for the Fed and rate cuts

Disclosure: "At the time of this article I currently hold shares in some of the companies mentioned as part of investment portfolios in funds I manage for Belpointe. Additionally, I may discuss other securities that are under consideration for future investment; however, discussing these securities is not a recommendation to buy, sell, or hold. My mention of these securities reflects my personal opinion and analysis at this moment and may change without notice. Please remember that all investments involve risks, including the possible loss of principal."

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739 views

In this episode of The Money Runner, David Nelson breaks down the triple threat shaking the markets: rising tariffs, tech sector turbulence, and political shifts in Washington. From safe-haven stocks to AI slowdowns and looming government downsizing, we uncover what's really driving market volatility—and where investors might find opportunity next.

Disclosure: "At the time of this article I currently hold shares in some of the companies mentioned as part of investment portfolios in funds I manage for Belpointe. Additionally, I may discuss other securities that are under consideration for future investment; however, discussing these securities is not a recommendation to buy, sell, or hold. My mention of these securities reflects my personal opinion and analysis at this moment and may change without notice. Please remember that all investments involve risks, including the possible loss of principal."

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132 views

📉 Mutually Assured Destruction: The Market's Dangerous Balancing Act 📈

Markets are on edge, and uncertainty is wreaking havoc on investors. In this episode of The Money Runner, David Nelson breaks down the concept of Mutually Assured Destruction (M.A.D.) — a strategy that’s now playing out in global markets. From rising tariffs to economic volatility, learn how to navigate the chaos, manage risk, and position your portfolio for what’s ahead.

🔎 Is your money in the blast zone? Tune in to find out.

💬 Drop your thoughts in the comments below!
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