Talkenomics
Talkenomics
Podcast Description
The debut episode of Talkenomics with Adam Shapiro has David Nelson from Belpointe Asset Management break down a slew of tech earnings -- as AI concerns continue to rattle investors. Talkenomics streams live every Wednesday at 7pm ET on X, YouTube, LinkedIn, Facebook, and Rumble. Subscribe on your favorite platform!
Podcast Insights
Content Themes
The podcast explores a wide range of financial and economic topics, including tech earnings, media trust issues, and personal stories of overcoming adversity. Episodes feature discussions on AI's impact on investing, media's decline and ad revenue shifts, and personal experiences in navigating layoffs, offering deep dives into market behaviors and societal trends.
The debut episode of Talkenomics with Adam Shapiro has David Nelson from Belpointe Asset Management break down a slew of tech earnings — as AI concerns continue to rattle investors. Talkenomics streams live every Wednesday at 7pm ET on X, YouTube, LinkedIn, Facebook, and Rumble. Subscribe on your favorite platform!
We delve into the escalating economic challenges facing investors as market volatility intensifies. The OECD has downgraded its U.S. GDP growth forecast for 2025 from 2.2% to 1.6%, citing rising tariffs and policy uncertainty. Trade tensions are straining supply chains and slowing business investment, with inflation expected to hit 4% by year-end. Adding to the unease, JPMorgan Chase CEO Jamie Dimon has warned that soaring debt and deficits could trigger bond market turmoil. This week on TALKENOMICS, David Nelson (Belpointe) and Thomas Hayes (Great Hill Capital) join us to unpack these developments—from taxes and tariffs to market strategy—and offer guidance for navigating today’s turbulent investment climate.
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