Rabbithole with Dave Nadig
Rabbithole with Dave Nadig
Podcast Description
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.
Podcast Insights
Content Themes
The podcast delves into the psychology of money and investment strategies, featuring episodes that cover topics like the role of money as a tool for freedom, childhood influences on financial behaviors, and the pitfalls of algorithmic trading, with the inaugural episode featuring Barry Ritholtz discussing money’s elusive definition.
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.
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 rise of private markets and derivatives in ETFs is creating cracks in the financial system. From yield-maxing “hot sauce” products to private equity in public wrappers, this is a no-holds-barred look at where the ETF industry is heading.
🔍 Topics Discussed:
Why not all ETF buyers are your mom—and why that matters
The ETF rating philosophy: truth in labeling over moral judgment
ESG ETFs and the dangers of overpromising
The rise of “YieldMax” style products and their behavioral appeal
Are leveraged and options-based ETFs pushing the ecosystem too far?
ETF structure vs. mutual funds during liquidity crises
When ETFs outgrow their underlying markets (and what that breaks)
The problem with private equity ETFs and mark-to-myth pricing
Buffers, derivatives, and the new face of retail-friendly structured products
Eric’s crypto ETF thoughts, hopes for a uranium spot ETF, and more
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