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Michelle Makori, Lead Anchor and Editor-in-Chief at Kitco News, interviews David Nelson, the Host of The Money Runner podcast and Chief Strategist at Belpointe Asset Management. Nelson weighs on whether the AI hype is justified and how long it can carry the market. Nelson explains Nvidia’s fundamentals and outlines the three biggest market risks. He points out the most costly mistake investors tend to make and gives precise stock picks. Nelson also shares his outlook on gold, Bitcoin, geopolitics, and the U.S. election.
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#NVIDIA #stocks #markets #AI #investing
00:00 – Intro: NVIDIA and market rally
02:38 – Stock market breakdown
03:51 – NVIDIA stock
14:59 – Magnificent 7
17:11 – Market risks
20:49 – Macro outlook, economy
23:16 – What’s next for the stock market
25:27 – Bitcoin
27:56 – Gold
28:56 – Geopolitics
31:34 – U.S. election
35:29 – Highest point of conviction
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