David Nelson on Credit Markets, Global De-Dollarization, and AI's Market Impact
Lead-Lag Live - Ein Podcast von Michael A. Gayed, CFA
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Can market rhythms mirror musical progressions? Join us as we sit down with David Nelson of Belpointe Asset Management, who shares his one-of-a-kind journey from recording artist to finance professional. David brings a unique lens to understanding the current market environment and its parallels with past financial crises. We'll explore the essential role of credit markets, the real impact of leverage unwinds, and dispel the myth that stock declines are always tied to recessions. Plus, gain i...