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
Latest episodes
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1 h 06
AI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again?
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 fina…
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55 min
Nvidia Is Betting on Its Customers. Gen Z Is Betting on Sports. Will It All Unwind the Same Way?
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 inve…
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58 min
No Fed Guidance. No Quarterly Reports. No Data You Can Trust. Who Wins When Investors Know Less?
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 mea…
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56 min
“A Chaotic 30 Days” | What Happens When SpaceX Goes Public
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…
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1 h 00
They Call It "Broadening." The Data Says It’s Just Two Stocks
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 spen…
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57 min
The Data You Trust Is Broken | What Aggregate Economic Numbers Hide
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, positi…
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57 min
Nothing Has a Right to Exist in Your Portfolio | What the Last 15 Years Has Taught Us
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, d…
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54 min
The Bull Market Where Everyone Feels Broke | Behind the Rise of Financial Nihilism
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 incenti…
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55 min
The Rate Cut Paradox: When Lower Rates Cool the Economy
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…
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58 min
Navigating a Low Trust Market
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 sm…
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52 min
The Liquidity Trap Door | Why the Market's Only Solution is Also Its Biggest Risk
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, Camero…
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1 h 10
The Market That Won’t Break | Why Risk Doesn’t Matter (Yet)
In this episode of Click Beta, Matt Zeigler, Jason Buck, andDave Nadig dive deep into the paradoxical world of modern markets wheregeopolitical chaos meets relentless bullish senti…
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1 h 07
The Big Beautiful Debt Delusion | The Unpredictable Cost of Endless Borrowing
n this episode of Click Beta, Dave Nadig, Matt Zeigler, and Jason Buck go deep on the messy realities of U.S. fiscal policy, the politics of taxation and spending, and what it real…
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60 min
The Domino's Recession Indicator | The Risks Markets Are Missing
In this episode of Click Beta, Matt Zeigler, Dave Nadig, and Jason Buck dive into the complex state of the U.S. economy — from recession signals and tariffs to shifting consumer be…
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1 h 14
The Tail Risk Tipping Point
Join Matt Zeigler, Jason Buck, and Dave Nadig in this unfiltered and dynamic episode of Click Beta from Excess Returns. Feeling "stupid and exhausted" from their daily grind in mar…
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1 h 05
The Sovereign Wealth Fund Grift
In this episode of Click Beta, Matt Zeigler, Dave Nadig, and Jason Buck bring their financial expertise to the table for an unfiltered discussion about today's most pressing econom…
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1 h 03
Bear Markets, Trade Wars and the Knowledge Worker Recession
Welcome to Click Beta - where three market professionals cut through the financial clickbait to have real conversations about what matters. In this premiere episode, hosts Matt Zig…