Click Beta

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 float, forced index buying, passive fund flows, options trading, bubble dynamics and what advisors shoul...

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 increasingly disconnected from fundamentals—and what that means for investors navigating today’s enviro...

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 forecasts, the K-shaped economy, international equity performance, dollar positioning, AI capex, and...

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 assumptions to the realities of concentration risk, gold and crypto as psychological assets, and how inve...

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, and how these phenomena impact investor psychology, social dynamics, and everyday life. The conversati...

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. They also explore whether AI spending could mirror past bubbles, how Fed rate cuts might hurt the very...

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 down” problem, the conversation blends deep market insights with practical rituals for navigating un...

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 unfiltered commentary on global markets, thematic investing, valuation risk, and even concert etiquette. Fr...

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 sentiment. From potential World WarIII scenarios to AI companions whispering in your ear, the hosts explore whytraditional market logic seems to have taken a permanent vacation. They discusseverything from the "buy the d...

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 really means to “get our fiscal house in order.” They dig into the latest tax bill, the implications for business owners and local economies, and the broader consequences for American hegemony and cost of capital. Along the...

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 behavior and surprising cultural trends. With no Google allowed and a shared mission to cut through the noise, the crew brings their personal anecdotes, macro analysis, and economic skepticism to the table. If you’ve ever...

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 markets and business, the trio ditches the polished analysis for a raw, behind-the-scenes rant session. With a mix of optimism, pessimism, and plenty of tangents, they dive into pre-agreed and surprise topics—no G...

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 economic issues. Unlike other finance podcasts that chase headlines, Click Beta aims to show viewers how industry professionals actually think through complex topics behind the scenes. The hosts dissect current events with...

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 Zigler, Jason Buck, and Dave Nadig dive into pressing topics like trade wars, tariffs, and their real-world impacts on small businesses and manufacturing. The conversation flows from corporate-subsidized jobs to cryptocurre...