ABOUT THIS PODCAST 🔗
A futurist, a financial planner and a special guest walk into a (virtual) bar, each carrying an investing topic the others don't know in advance. Join Dave Nadig and Matt Zeigler for unscripted conversations about markets, the economy, and whatever else crosses their minds. We hope you'll walk away a more informed investor - but we guarantee you'll enjoy the journey either way
Update frequency:
every 41 days
Average audio length:
57 minutes
Guest interviews
English
United States
19 episodes
since Feb. 1, 2025
episodic
LATEST EPISODE 🔗
Cameron Dawson, Dave Nadig and Matt Zeigler examine what could break the market's resilience, from AI earnings expectations to the wealth effect supporting consumer spending. A healthy economy and continued data center investment may not be enough to keep stock prices rising if profit margins and i…
PREVIOUS EPISODES 🔗
Barry Ritholtz, Dave Nadig and Matt Zeigler explore why AI's real productivity gains don't automatically translate into an investing edge. From stock picking and market concentration to the financing behind the AI buildout, they separate enthusiasm for the technology from the economics of owning it…
Cameron Dawson and Dave Nadig join Matt Zeigler on Click Beta to explore how sports betting, leveraged ETFs and speculative behavior are blurring the line between gambling and investing. They also examine AI circular financing, hyperscaler cash flow and corporate disclosure, asking what investors m…
In this episode of Click Beta, Cameron Dawson, Dave Nadig and Matt Zeigler examine Federal Reserve uncertainty, the decline of market transparency and what weaker economic data means for investors. They discuss front-end rate volatility, reduced corporate disclosure, quantitative easing and the pos…
Click Beta returns with Matt Zeigler, Dave Nadig and Cameron Dawson discussing what could happen when SpaceX goes public and why this IPO may be as much a market structure problem as a valuation problem.
They break down the potential impact of a $1.75 trillion IPO, 100 times sales, a small free flo…
Markets are sending conflicting signals right now—shrugging off geopolitical shocks, powering higher on a narrow set of AI-driven stocks, and relying on a consumer that may be spending beyond its means. In this episode, Matt Zeigler, Dave Nadig, and Cameron Dawson break down why the market feels in…
In this episode of Click Beta, Matt Zeigler sits down with Cameron Dawson of NewEdge Wealth and Dave Nadig of ETF.com for a wide-ranging conversation on markets, macro data, positioning, tokenization, AI productivity, and the narratives driving investor behavior. The discussion dives into consensus…
In this wide-ranging year-end conversation, Cameron Dawson, Dave Nadig, and Matt Zeigler reflect on what worked, what failed, and what the last decade has revealed about markets, diversification, and portfolio construction.
The discussion moves from the collapse of traditional asset allocation assu…
In this episode of Click Beta, Matt Zeigler, Dave Nadig and Cameron Dawson dive into the concept of financial nihilism, exploring how market behavior, culture, and economic incentives shape decision-making and individual prosperity. We discuss market innovation, the pursuit of supernormal growth, a…
When politics and markets collide, it’s easy to let emotions take over. In this episode of Click Beta, Matt Zeigler, Dave Nadig, and Cameron Dawson break down the latest government shutdown, how politics really impact markets (if at all), and what investors should pay attention to amid the noise. T…
Disclaimer: The podcast and artwork embedded on this page are from Excess Returns, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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