David Nelson, CFA, CMT, continues to carve a distinct space in the financial world—combining sharp market analysis with a creative flair honed during his earlier career as a professional musician. As Chief Strategist at Belpointe Asset Management and the host of The Money Runner, Nelson is a familiar face and voice across top financial media platforms, including CNBC, Bloomberg, and Fox Business. And in 2025, he shows no signs of slowing down.
A Strategy Veteran in a Fast-Changing Market
Nelson’s dual credentials—a Chartered Financial Analyst and Chartered Market Technician—are rare in the field. With over 25 years of Wall Street experience, he brings both technical insight and macroeconomic vision to his investment strategies. As market narratives shift rapidly due to evolving AI infrastructure, trade tensions, and interest rate uncertainty, Nelson remains a steady guide for investors looking to understand the larger picture.
At Belpointe, he leads strategy across equity and fixed-income portfolios, but it’s through his media presence and The Money Runner podcast that he’s become a go-to source for translating complex trends into actionable insight.
The Money Runner: A Modern Financial Compass
Launched as both a podcast and YouTube series, The Money Runner is where Nelson breaks down global economic forces in digestible segments. Recent episodes from May and June 2025 highlight just how current and plugged-in his analysis is:
- “Cracks in the Bond Market, AI’s Surge, and the Tariff Trap” (May 31) explored the fragility of U.S. bond markets, an explosive $40 billion investment in AI, and the geopolitical entanglements of new tariffs.
- “Tariffs, Yields and a $40 Billion Bet On AI” (May 24) delved into the political and economic consequences of shifting trade policies along with concerns from credit agencies like Moody’s.
- “Moody’s Downgrade Hits After Hours” (May 17) dissected how credit rating downgrades and trade agreements could shape global market direction.
- “One Down, 199 to Go: America’s Trade Reset Begins” (May 10) focused on the early stages of a new trade agenda and a potential shakeup at a Mega Cap Tech favorite.
Each episode reflects Nelson’s ability to zoom out and show how individual economic events interconnect with broader market psychology.
Financial Intelligence with a Rocker’s Edge
What sets Nelson apart from other strategists is his journey. Before Wall Street, he was a musician and producer, working with iconic acts like The Turtles and David Johansen. That creative background is still evident today—he edits his own videos, delivering polished, engaging content.
The show’s format often includes submitted video questions from viewers, allowing Nelson to address real-time concerns from everyday investors and finance professionals alike. It’s an approach that makes finance feel both accessible and relevant.
Recent Media Highlights
In addition to his own platform, Nelson continues to appear regularly on national broadcasts. A recent highlight includes his take on Netflix’s resurgence and Intercontinental Exchange’s (ICE) growth trajectory in a segment titled “The Streaming War is Over for NFLX”. In another Fox Business interview, he emphasized that “your biggest risk is not taking one,” arguing that overly cautious strategies in today’s volatile climate could be just as dangerous as risky ones.
Looking Ahead
As 2025 unfolds, expect Nelson to keep his focus on three key areas:
- AI’s Influence on Capital Markets: He’s tracking how AI infrastructure is changing investment flows and corporate strategy.
- Trade Policy Realignment: With tensions flaring and new deals emerging, trade remains at the heart of Nelson’s macro commentary.
- The Bond Market’s Role in Risk: With persistent concerns about yield volatility and debt servicing, bonds are no longer the “safe” bet they once were.
Whether through media interviews, podcast episodes, or his regular YouTube commentary, David Nelson is proving that financial strategy isn’t just about numbers—it’s about narrative. And in an increasingly complex economic world, Nelson continues to help investors connect the dots.
Watch David Nelson’s Show On YouTube: The Money Runner
