Thinking Outside the Bond Box: The New Look for 60/40 Balanced Portfolios

The Money Runner - David Nelson

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تمت الإضافة منذ قبل two أعوام

المحتوى المقدم من David Nelson, CFA, David Nelson, and CFA. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة David Nelson, CFA, David Nelson, and CFA أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

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1
QUALIFIED: How Competency Checking and Race Collide at Work with Shari Dunn | 284 33:58

منذ 7 أيام33:58

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33:58

In this episode, we delve into the concept of being "qualified" in the workplace, examining who gets labeled as such, who doesn't, and the underlying reasons. We explore "competency checking"—the practice of scrutinizing individuals' abilities—and how it disproportionately affects underrepresented groups, often going unnoticed or unchallenged. Our discussion aims to redefine qualifications in a fair, equitable, and actionable manner. Our guest, Shari Dunn , is an accomplished journalist, former attorney, news anchor, CEO, university professor, and sought-after speaker. She has been recognized as Executive of the Year and a Woman of Influence, with her work appearing in Fortune Magazine, The Wall Street Journal, Ad Age, and more. Her new book, Qualified: How Competency Checking and Race Collide at Work , unpacks what it truly means to be deserving and capable—and why systemic barriers, not personal deficits, are often the real problem. Her insights challenge the narratives that hold so many of us back and offer practical solutions for building a more equitable future. Together, we can build workplaces and communities that don’t just reflect the world we live in, but the one we want to create. A world where being qualified is about recognizing the talent and potential that’s been overlooked for far too long. It’s not just about getting a seat at the table—it’s about building an entirely new table, one designed with space for all of us. Connect with Our Guest Shari Dunn Website& Book - Qualified: https://thesharidunn.com LI: https://www.linkedin.com/today/author/sharidunn TikTok: https://www.tiktok.com/@thesharidunn Related Podcast Episodes: How To Build Emotionally Mature Leaders with Dr. Christie Smith | 272 Holding It Together: Women As America's Safety Net with Jessica Calarco | 215 How To Defy Expectations with Dr. Sunita Sah | 271 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…

منذ عام واحد 12:28

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In this episode, I dive into the challenges facing traditional 60/40 balanced portfolios and explore innovative alternatives to rethink how we invest. From the shortcomings of fixed income in today’s market to strategies like private credit, long/short equity, and structured notes, I break down practical solutions to diversify risk and enhance returns. If you're ready to think outside the bond box and reshape your investment approach, this episode is for you! Let’s get started.
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."

66 حلقات

#Trading #Business News #Politics #Business #News #David Nelson, CFA #CFA #David Nelson

Thinking Outside the Bond Box: The New Look for 60/40 Balanced Portfolios

The Money Runner - David Nelson

published منذ عام واحد

MP3•منزل الحلقة

66 حلقات

#Trading #Business News #Politics #Business #News #David Nelson, CFA #CFA #David Nelson

All episodes

1
Why ‘Just Beating the Market’ Is a Losing Strategy This Year 10:35

منذ 15 يومًا10:35

10:35

The stock market is more divided than ever, with a 70-point dispersion between winners and losers. Simply beating the market won’t cut it this year—! 🚀 In this episode of The Money Runner, we break down: ✅ Why the biggest stocks are struggling & what it means for YOU 📉 ✅ How to escape “dead money” and let your profits run 🚀 Don't settle for average. 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."…

1
Beyond the MAG 7 - Why Piling Into the Other 493 Won't Help 7:13

منذ 25 يومًا7:13

7:13

Is the Magnificent 7 dead? Every strategist is telling you to move into the other 493 stocks, but is that really the answer? In this episode of The Money Runner, David Nelson breaks down why a shotgun approach to the market won’t cut it in 2025. With market dispersion at extreme levels, stock picking and sector rotation matter more than ever. We’ll dive into the AI trade, shifting sector leadership, and why blindly chasing the broader market could be a costly mistake. Tune in to get ahead of the curve! 🔔 Subscribe for more insights! #Investing #MAG7 #StockMarket 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."…

1
Make Apple Great Again! Here's to the Crazy Ones who "Think Different" 15:37

منذ 5 weeks15:37

15:37

Is Apple losing its innovative edge? In this episode of The Money Runner, David Nelson dives deep into Apple's recent market moves, the rise of DeepSeek's AI challenge, and why investors are questioning Cupertino’s future. With analysts downgrading shares and whispers growing louder—has Apple played it too safe for too long? We explore: ✅ The AI revolution shaking up tech markets 🤖 ✅ Why Apple surged while others fell 📈 ✅ The risks of incrementalism vs. bold innovation 💡 ✅ 5 key steps Apple must take to reignite its Think Different spirit 🔥 Join us as we break down whether Apple can reclaim its title as the world’s most innovative company—or if it's destined to follow, not lead. 🔔 Subscribe & Stay Updated 📩 Follow David Nelson on Substack: dcnelson123@substack.com 🎙️ Listen Now! #Apple #Innovation #ThinkDifferent #AI #MoneyRunner #StockMarket 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."…

1
Breaking Down the Market: Which Factors are Driving Performance? 11:58

منذ 6 weeks11:58

11:58

In this episode of The Money Runner, David Nelson, CFA, dives into the latest market trends, including the S&P 500’s performance, rising bond yields, and their impact on stock valuations. Discover what’s driving investor concerns, the sectors leading the charge in 2025, and the economic factors weighing on market momentum. From inflation data to Fed policy shifts, we break down the key insights you need to navigate the financial landscape. Don’t miss this deep dive into market signals and strategies for smart investing. 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."…

1
Thinking Outside the Bond Box: The New Look for 60/40 Balanced Portfolios 12:28

منذ 7 weeks12:28

12:28

In this episode, I dive into the challenges facing traditional 60/40 balanced portfolios and explore innovative alternatives to rethink how we invest. From the shortcomings of fixed income in today’s market to strategies like private credit, long/short equity, and structured notes, I break down practical solutions to diversify risk and enhance returns. If you're ready to think outside the bond box and reshape your investment approach, this episode is for you! Let’s get started. 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."…

1
2025 Market Mission Brief! Your Biggest Risk Is Not Taking One 8:12

منذ 8 weeks8:12

8:12

"2025 Market Mission Brief! Your Biggest Risk Is Not Taking One" Step into 2025 with a game plan. We cover a lot of ground in this week’s podcast. AI Tech spending may be bigger than even bulls believe but every bull market has an Achilles Heel and this one is no different. Check out Enemy #1. 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."…

1
3000 Feet Over Poughkeepsie: Searching for Icebergs in a Bull Market 10:02

منذ 11 weeks10:02

10:02

The week ended on a high note but stocks were up against some headwinds as the Fed changed their playbook. This week's Money Runner podcast covers a lot of ground including insider selling and why Wall Street predictions almost never pan out. - David Nelson "Join David Nelson, Chief Strategist of Belpointe and host of The Money Runner Podcast as he takes you 3,000 feet above Poughkeepsie—literally and figuratively—to explore market trends, predictions, and the unpredictable nature of investing. From black swans to insider selling, learn how to adapt your financial strategy and stay ahead in an ever-changing market landscape. 🚀💼 #Investing #Markets #Finance" 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."…

1
Market Leadership is Changing: What you need to do Right Now! 8:46

منذ 13 weeks8:46

8:46

"After two years of monster market returns, 2024 is coming to a close with big opportunities—and even bigger risks. What’s next for investors? In this episode of The Money Runner, David Nelson breaks down 4 key strategies to navigate the shifting market landscape, insights into the fading dominance of the Magnificent Seven, and how to prepare for 2025’s biggest challenges. Tune in for actionable advice and data-driven stock-picking tips that can help you make your next move the right one. " 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."…

1
Is Nvidia Too Big to Fail? We don't know what we don't know 16:27

منذ 14 weeks16:27

16:27

In this episode of The Money Runner, David Nelson dives into Nvidia's latest earnings and the broader implications for the AI ecosystem. Are companies like Nvidia and the AI industry as a whole too big to fail? We also explore the challenges of market valuations, the rise of small caps, and what the 2024 S&P 500 targets mean for investors. Plus, the unexpected shifts in Fed policy, BRICS’ growing influence, and why “we don’t know what we don’t know” could be the most important investment lesson yet. Don’t miss this insightful analysis! 🚀 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."…

1
Can the Market's Love Affair with Trump Policy Survive the DOGE Factor? 25:54

منذ 16 weeks25:54

25:54

"Elections have consequences, and so does the way our government operates. In this episode of The Money Runner, David Nelson dives into 'The DOGE Factor,' Elon Musk and Vivek Ramaswamy’s bold mission to cut government waste, and how markets are reacting post-election. From defense spending to deregulation and the shifting yield curve, we explore the financial implications of big government under fire. Don’t miss this deep dive into what’s working, what isn’t, and what’s next for investors!" 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."…

1
Can Elon Musk Fix Washington's Spending Problem? | The Money Runner 3:16

منذ 18 weeks3:16

3:16

In this episode of The Money Runner, host David Nelson dives into the economic realities facing the U.S. as the election approaches. With a ballooning federal debt and interest payments projected to skyrocket it's clear the present course in unsustainable. David examines how SpaceX founder Elon Musk might play a role in making Washington more efficient. 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."…

1
Red Zone Playbook: My Tough Day with Newmont and Tesla 16:09

منذ 19 weeks16:09

16:09

Money Runner, host David Nelson, CFA, dives into a volatile day in the markets, discussing his experiences with two major stocks: Newmont Mining and Tesla. Hit from both sides being long Newmont and not owning Tesla made for a bad day. "That's the world we live in as an on the line portfolio manager." You have days like this. We all do." David also explores the broader market environment, including interest rates, geopolitical events, and the upcoming election. He shares insights on how these factors shape investment strategies and why rising interest rates may force us to pull out the Red Zone Playbook. 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. Full disclosure, I went long Tesla the day following this recording. 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."…

1
The Productivity Boom is Here: Get Ready to Take Market Valuations Higher 14:37

منذ 20 weeks14:37

14:37

In this episode of The Money Runner, David Nelson explores the latest trends shaping the stock market, including Warren Buffett's surprising moves, rising valuations, and the AI-driven productivity boom. David delves into how one website is revolutionizing workflows for content creators and what it reveals about the broader AI trade. Is AI just getting started, and what does this mean for future market growth? Tune in as we discuss the forces driving the market, key risks, and why investors need to pay attention to this unfolding transformation. 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."…

1
Inflation, Earnings and Lawyers in Parachutes: What's next for your favorite stocks? 12:58

منذ 21 weeks12:58

12:58

David Nelson, CFA, Belpointe Chief Strategist and host of the Money Runner weighs in on the impact of inflation, earnings, and bond volatility. With CPI numbers hotter than expected and a benign PPI report, we explore what it all means for investors. David discusses the Fed's rate dilemma, earnings season kick-off with JP Morgan, BlackRock, and Wells Fargo, and how rising yields are affecting mortgage rates. Plus, find out why the narrative around the Magnificent Seven stocks might be shifting and how "Lawyers in Parachutes" could shake up the markets during the upcoming election. 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."…

1
The Clash for Traders: 'Should I Stay or Should I Go?' Navigating Market Risks 7:54

منذ 22 weeks7:54

7:54

In this episode of The Money Runner, David Nelson, CFA breaks down the current market turmoil, asking the key question traders are facing: "Should I stay or should I go?" With geopolitical chaos, surprise jobs data, and a volatile earnings season ahead, investors are caught between risks of staying in the market and missing out on potential gains by leaving. David dives into everything from bond yields and the Fed, to the looming threat of nuclear tensions, oil disruptions, and what smart money is doing in these unpredictable times. 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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The Money Runner - David Nelson « » Thinking Outside the Bond Box: The New Look for 60/40 Balanced Portfolios

Thinking Outside the Bond Box: The New Look for 60/40 Balanced Portfolios

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Thinking Outside the Bond Box: The New Look for 60/40 Balanced Portfolios