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Bull Market Wiser Guys - Does Big Tech Sleep with the Fishes?
Manage episode 411394900 series 3415392
内容由David Nelson, CFA, David Nelson, and CFA提供。所有播客内容（包括剧集、图形和播客描述）均由 David Nelson, CFA, David Nelson, and CFA 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.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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