# Dave Nadig

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Evaluating ETFs with Joanne M. Hill, PhD, Elisabeth Kashner, CFA, and Dave Nadig

Joanne M. Hill, PhD, Elisabeth Kashner, CFA, and Dave Nadig join host Will Goodhart of CFA Institute Research Foundation to discuss Evaluating ETFs, the second module in the ETFs Evolving series. Building on the foundations established in the first module, the conversation explores how investors ca…

No CLARITY and New Treasury Tax Crackdowns

With the CLARITY Act dead, the SEC and CFTC are writing crypto rules on their own. Is that progress, or a pile of future lawsuits? ETF.com's Dave Nadig and Sumit Roy are joined by Nate Geraci (Novadius), Brent Sullivan (Tax Alpha Insider), and Mike Akins (ETF Action) to dig into Treasury's crackdow…

AI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again?

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…

AI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again?

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…

2.3B SpaceX shares to exit lockup period: What that could mean for the company

SpaceX (SPCX) stock soars higher on Wednesday since releasing its third-quarter earnings results.Wall Street Skinny co-founders Jen Saarbach and Kristen Kelly chat with an expert panel about the numbers they will be watching closely from Elon Musk's space venture moving forward.Today's Market Hang …

Crypto, Concentration, and Brewing ETF Chaos

Dave Nadig and Sumit Roy are joined by Bloomberg’s Eric Balchunas and Baird Strategas’s Todd Sohn to talk crypto as a portfolio asset, the (maybe) promise of Trump kid accounts, and why small-caps keep losing to megacap tech. The crew also tackles thematic ETF drawdowns, the boom in income products…

Tech Is Falling. AI Spending Isn’t. Are You Buying Peak Earnings?

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…

Chip Stocks Look Cheap. AI Spending Is Surging. So Why Is Cameron Dawson Watching for Peak Earnings?

Cameron Dawson and Dave Nadig join Matt Zeigler to 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 margin…

How the Election Splits Big Tech

In this episode of ETF Zoo, ETF.com hosts Dave Nadig and Sumit Roy are joined by Aniket Ullal of CFRA Research and Jeffrey Ptak of Morningstar to break down the market reaction to the midterm election. The S&P 500 rose nearly 2%, but the real story was under the surface. Hyperscalers like Amazon…

AI Stocks Cracked. Margins Could Be Peaking. So Why Is a Liquidity Expert Watching the Debt Wall?

AI revenue has to catch up with data center spending. Households have kept spending faster than their wages grow. In this Excess Returns Weekly Wrap, Jack Forehand and Matt Zeigler ask what happens if stock gains and easy refinancing can no longer help close those gaps. Michael Howell explains why…