Stocks are hitting new highs, but stretched valuations, inflation fears, rising tariffs, and Fed drama have some investors flashing back to 1999. In this episode of The Money Runner, David Nelson breaks down why today’s market isn’t the dotcom bubble—yet. From earnings strength to valuation traps, learn why smart investors are staying in the game—and what could change that. Disclosure: "At the time of this article I currently hold shares in some of the companies mentioned as part of investme...
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Stocks are hitting new highs, but stretched valuations, inflation fears, rising tariffs, and Fed drama have some investors flashing back to 1999. In this episode of The Money Runner, David Nelson breaks down why today’s market isn’t the dotcom bubble—yet. From earnings strength to valuation traps, learn why smart investors are staying in the game—and what could change that. Disclosure: "At the time of this article I currently hold shares in some of the companies mentioned as part of investme...
Thinking Outside the Bond Box: The New Look for 60/40 Balanced Portfolios
The Money Runner - David Nelson
12 minutes
10 months ago
Thinking Outside the Bond Box: The New Look for 60/40 Balanced Portfolios
In this episode, I dive into the challenges facing traditional 60/40 balanced portfolios and explore innovative alternatives to rethink how we invest. From the shortcomings of fixed income in today’s market to strategies like private credit, long/short equity, and structured notes, I break down practical solutions to diversify risk and enhance returns. If you're ready to think outside the bond box and reshape your investment approach, this episode is for you! Let’s get started. Disclosure: "...
The Money Runner - David Nelson
Stocks are hitting new highs, but stretched valuations, inflation fears, rising tariffs, and Fed drama have some investors flashing back to 1999. In this episode of The Money Runner, David Nelson breaks down why today’s market isn’t the dotcom bubble—yet. From earnings strength to valuation traps, learn why smart investors are staying in the game—and what could change that. Disclosure: "At the time of this article I currently hold shares in some of the companies mentioned as part of investme...
