OM DENNA PODDSÄNDNING 🔗

Uppdateringsfrekvens:
every 40 days
Genomsnittlig ljudlängd:
57 minutes
Gästintervjuer
Engelsk
USA
17 avsnitt
sedan 1 februari 2025
episodic

SENASTE AVSNITTET 🔗

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…

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TIDIGARE AVSNITT

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…
In this episode of Click Beta on Excess Returns, Cameron Dawson, Dave Nadig, and Matt Zeigler dive into the trust crisis in markets, the implications of AI-driven CapEx, and how small lessons from life translate into investing wisdom. From the reliability of payroll data to the “bubbles all the way…
What happens when liquidity floods the system, narratives drive markets, and the international investing playbook gets rewritten in real time? In this episode of Click Beta, Cameron Dawson joins Matt Zeigler and Dave Nadig for a wide-ranging conversation that blends sharp macro insight with unfilte…
Ansvarsfriskrivning: Podcasten och konstverket som är inbäddat på den här sidan är från Excess Returns, som är dess ägares egendom och inte anslutet till eller godkänt av Listen Notes, Inc.