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Tariffs, Yields and a $40 Billion Bet On AI - The New Market Playbook

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Manage episode 484577524 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.

Trump’s tariff threats, Apple’s iPhone challenge, bond yields on the rise, and a $40 Billion bet on A.I. —this episode breaks down the week and how to adapt to the new market reality.
Welcome to The Money Runner with David Nelson.
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."

  continue reading

72 episodes

Artwork
iconShare
 
Manage episode 484577524 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.

Trump’s tariff threats, Apple’s iPhone challenge, bond yields on the rise, and a $40 Billion bet on A.I. —this episode breaks down the week and how to adapt to the new market reality.
Welcome to The Money Runner with David Nelson.
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."

  continue reading

72 episodes

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