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Bull Market Wiser Guys - Does Big Tech Sleep with the Fishes?
Manage episode 411394900 series 3415392
Indhold leveret af David Nelson, CFA, David Nelson, and CFA. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af David Nelson, CFA, David Nelson, and CFA eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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 broader implications of the recent price weakness of Apple and Nvida's outside day in March.
00:00 I Hate Smart Money Wise Guys
01:06 Going against the grain
01:52 Peter Lynch's Wisdom
02:12 Market Timing Challenges
02:34 Apple Peak?
03:44 Energy Leads
04:04 GE Split up
04:27 ISM Data Double-Edged Sword
04:57 The Terminator
05:19 Fed Speak
06:08 Technical Damage
06:23 Nvidia Warning
06:46 Market Event
07:29 Closing
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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