Excess Returns
Rabbithole with Dave Nadig
Rabbithole: Where investment nerd Dave Nadig grabs one investing idea in his teeth and will not let it go until all the blood has been drained from the stone. Zero BS. No niceties. Just digging in to learn something from an actual expert in 30 minutes or less. Think of it as hot wings but for your brain. You're welcome.
Author
Excess Returns
Category
Podcast website
Latest episode
Sep 5, 2025
Where to listen?
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Episodes
How Bitcoin ETFs Really Work with Teddy Fusaro 05.09.2025 41:09
In this episode of Rabbit Hole , Dave Nadig sits down with Teddy Fusaro, President of Bitwise Asset Management, to dive deep into the mechanics and implications of Bitcoin ETFs. They break down how creations and redemptions really work, the SEC’s role in shaping the market, custody and compliance issues, and what the future of tokenization may hold. If you’ve ever wondered how crypto and tradition...
The Hidden Risk Behind ETF Growth | Eric Balchunas and Dave Nadig Debate If We've Gone Too Far 16.06.2025 48:11
ETF innovation or madness? In this episode of Rabbithole, Dave Nadig is joined by Bloomberg’s Eric Balchunas for a candid and wide-ranging conversation on the explosion of new ETFs—some useful, some ridiculous, and some outright dangerous. They debate where the line should be drawn between investor freedom and regulatory responsibility, why the current ETF boom feels different, and whether the ris...
The Fourth Turning Is Now | Neil Howe on the Coming Financial Reset and Who Rebuilds What’s Broken 17.05.2025 52:36
What does it mean to come of age during chaos—and how does that shape the generations who must lead us through it? In this thought-provoking episode of Rabbit Hole, Dave Nadig speaks with Neil Howe—author of The Fourth Turning Is Here—about the evolving role of Gen X in today's world, the generational dynamics underpinning societal shifts, and what history teaches us about crisis, community, a...
Tax Holy Grail? The Hidden ETF Strategy Nobody Talks About | Brent Sullivan 08.04.2025 29:17
For transcripts, commentary and further reading, visit https://www.nadig.com/ Join Dave Nadig as he dives deep into the complex world of ETF tax strategies with expert Brent Sullivan from Tax Alpha Insider. In this illuminating conversation, they break down the often misunderstood concept of "return of capital" distributions in ETFs and how these can impact your investment strategy and tax plannin...
Money Delusions: Barry Ritholtz on the Elusive Definition of Money and How Not to Invest It 05.03.2025 36:49
In this initial episode of Rabbithole, Dave Nadig explores the psychology of money and investing with Barry Ritholtz, author of "How Not to Invest." Their conversation challenges conventional financial wisdom and reveals insights about what money is, and how we use and invest it. Key topics include: Why money is a tool for freedom and agency, not a store of value or end goal How childhoo...
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