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In the Fog of War Capital Doesn't Wait for Winners
Manage episode 489779505 series 3415392
תוכן מסופק על ידי David Nelson, CFA, David Nelson, and CFA. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי David Nelson, CFA, David Nelson, and CFA או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
As U.S. carrier groups steam toward the Middle East and oil prices edge higher, investors are being forced to recalibrate—fast. In this episode of The Money Runner, David Nelson breaks down the high-stakes standoff with Iran, the Fed’s tightrope act under political pressure, and why capital doesn’t wait for geopolitical clarity. From rising risk premiums to AI bidding wars and Apple’s existential crossroads, it’s all happening in the fog of war.
🎧 In the Fog of War, Capital Doesn’t Wait for a Winner
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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