關於這個 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
更新頻率:
every 41 days
平均音訊長度:
57 minutes
嘉賓訪談
英語
美國
18 集
自從 2025年2月1日
episodic
最新一集 🔗
Barry Ritholtz and Dave Nadig 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.
In this epis…
以前的節目 🔗
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…
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…
免責聲明: 本頁面嵌入的 Podcast 和封面圖片來自 Excess Returns,歸其所有者所有,與 Listen Notes, Inc. 無關聯,也未獲得 Listen Notes, Inc. 背書。
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