Click Beta
Click Beta
Podcast Description
A futurist, a hedge fund manager, and a financial planner walk into a (virtual) bar, each carrying an investing topic the others don't know in advance. Add in some of the sharpest minds in finance as rotating guests, and what ensues is unlike any investing podcast you've ever heard. Join Dave Nadig, Jason Buck, 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
Podcast Insights
Content Themes
The podcast focuses on finance and investment themes, often delving into market trends, economic forecasts, and personal investing strategies. For instance, episodes may explore the implications of emerging technologies on investment strategies, or dissect current economic shifts affecting market dynamics, fulfilling its mission to educate and entertain listeners.

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
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 might be missing beneath headline earnings. The conversation closes with baseball, music fandom and the challenge of learning from imperfect role models.
Cameron Dawson on Twitter
https://x.com/CameronDawson
NewEdge Wealth
https://www.newedgewealth.com/
Dave Nadig on Twitter
https://x.com/DaveNadig
ETF.com
https://www.etf.com/
Topics covered:
Why sports betting is becoming a financial planning issue for Gen Z and wealthy families
How overconfidence and confusion between skill and luck encourage speculative behavior
Why rapid market recoveries may reinforce risk-taking instead of teaching caution
How recurring gambling losses can quietly undermine savings and wealth accumulation
The risks of placing gambling products alongside investments in brokerage apps
Leveraged ETF innovation, hourly resets and competing approaches to investor protection
AI circular financing, payment terms, leases and opaque special purpose vehicles
How one-time investment gains can distort headline earnings and future growth comparisons
Why less frequent corporate reporting could favor investors with greater resources
Baseball, emo music, Nirvana merchandise and what makes a meaningful role model
Timestamps:
00:00 Sports betting, ETFs and the gambling economy
05:24 Financial planning after crypto and gambling wins
10:57 Why slow gambling losses can be harder to recognize
16:55 Betting inside brokerage apps and regulatory backlash
21:03 Gambling budgets and the next wave of leveraged ETFs
25:04 AI financial shenanigans and hyperscaler cash flow
29:25 Who benefits from less corporate disclosure?
34:24 Discovering new passions in adulthood: Westerns and baseball
38:30 Hot Topic, Nirvana sweatpants and cultural gatekeeping
43:17 Can band merchandise introduce a new generation to music?
47:26 Keith Morris and the search for meaningful role models
51:34 Learning from imperfect people without idolizing them
Learn more about the Excess Returns podcast network:
No information discussed in this podcast should be construed as investment advice. Securities discussed may be held by the hosts and guests, their firms or their clients.

Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.