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Content provided by David Nelson, CFA, David Nelson, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Nelson, CFA, David Nelson, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Ai, Fed Policy and Peak Apple: The Perfect Storm Hits Index Funds

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Manage episode 408629225 series 3415392
Content provided by David Nelson, CFA, David Nelson, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Nelson, CFA, David Nelson, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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
08:56 Call to Action

  continue reading

72 episodes

Artwork
iconShare
 
Manage episode 408629225 series 3415392
Content provided by David Nelson, CFA, David Nelson, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Nelson, CFA, David Nelson, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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
08:56 Call to Action

  continue reading

72 episodes

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