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Click Beta
Excess Returns
9 episodes
5 days ago
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
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Investing
Business
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All content for Click Beta is the property of Excess Returns and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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
Show more...
Investing
Business
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The Big Beautiful Debt Delusion | The Unpredictable Cost of Endless Borrowing
Click Beta
1 hour 7 minutes 25 seconds
5 months ago
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 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 way, they explore MMT, VATs, FX sentiment, AI's role in tax planning, and the surprising policy influence of farmers. It’s a candid, unscripted, and often hilarious look at the issues that actually matter.Main Topics Covered:Why the math of austerity doesn’t add upWhat a “fiscal house in order” really looks likeThe hidden consequences of the new tax billState vs. federal policy shiftsLabor, wage incentives, and restaurant economicsMMT, bond markets, and inflation dynamicsThe underrated power of FX as a policy gaugePrivate credit, pork spending, and political realitiesTax planning as the new alpha for advisorsExchange funds, 351 ETFs, and solving concentrated wealthThe commoditization of portfolios and rise of tax-focused RIAs

Click Beta
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