How David Nelson Makes Markets Make Sense

If you’re into markets but hate the usual snooze-fest finance talk, The Money Runner podcast hosted by David Nelson, CFA, is like that espresso shot your portfolio needed. This isn’t your average “today we talk stocks” show—Nelson blends technical chops, macro flair, and unapologetic real-talk into bite-sized weekly episodes (typically 8–12 minutes).

Who’s This David Nelson Guy Anyway?

• Street cred on steroids: 25 years as a pro portfolio manager and Chief Strategist—he’s not just chasing headlines, he’s setting them.
• Double-certified: He’s both a CFA and CMT—so he reads both balance sheets and charts like they’re bedtime stories.
• Media-savvy: You’ve probably caught him on CNBC, Fox Business, Business News Network, you name it. He’s what Wall Street sounds like when it’s thinking out loud.

What’s the Vibe of the Show?

• Topical & Tactical: No filler. One recent episode—“Tariffs, Yields and a $40B Bet on AI”—dives into Trump’s tariff moves, Apple’s iPhone fate, bond yield dynamics, all tied together with where AI money is flowing.
• Geopolitics meets alpha: Another recent drop titled “In the Fog of War, Capital Doesn’t Wait for Winners”explores the Iran standoff, oil pricing, Fed pressure, risk premia and even AI tangents. It’s fast‑paced, sharp, and never pretending finance is this neat box.
• Real‑world edge: He doesn’t just talk tickers—he reveals his own positions in portfolios he runs for Belpointe, taking us inside the decisions he makes, risks he sees, and why he’s bullish or bearish at any moment.

Why Give It a Listen?

1. No fluff, all meat – Each ep is a compact 8–12 minutes, perfect for your morning commute or coffee break.
2. Strategic but human – You get macro patterns, technical hooks, and plain‑spoken insight without the jargon fog.
3. Unfiltered transparency – It’s refreshing to hear a strategist explain why he’s doing what he’s doing in real time.
4. Relatable edge – Rather than sugar‑coating market noise, Nelson rolls up his sleeves and tells it like it is: “this is a risk… this is an opportunity… this is what I’m doing.”

Standout Episodes to Start With:

• “In the Fog of War…” – timely deep‑dive into geopolitical stress, capital flows, Fed, and AI wars.
• “Tariffs, Yields and a $40 B Bet on AI” – layered breakdown of macro‑policy with tech and Markets 2.0 twists.

Final Take

The Money Runner is the show that finally gets how noisy and messy investing really is—and doesn’t pretend otherwise. If you want weekly financial analysis that actually feels alive—with geopolitical torque, Fed drama, headline hacks, and real-time positioning—this is your new go‑to. David Nelson doesn’t hold back, and after listening, you won’t either.

Give it a spin—your portfolio might thank you.

Subscribe to The Money Runner on Youtube here:

https://www.youtube.com/@themoneyrunner