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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 Domino's Recession Indicator | The Risks Markets Are Missing
Click Beta
59 minutes 36 seconds
6 months ago
The Domino's Recession Indicator | The Risks Markets Are Missing

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 wondered how the people behind the scenes of financial media actually talk when the cameras are off, this is that conversation.

Topics Covered:

Why it “feels” like a recession — even if it’s not official

The bullwhip effect and what shipping data is telling us

Consumer slowdown: anecdotes, vibes, and Domino’s earnings

Why tariffs may create hidden entrepreneurial opportunities

Services vs goods recessions: which one hits harder?

Brand winners and losers: the surprising Chili’s comeback

Is Gen X the forgotten generation?

How generations might need to collaborate to move forward

Do we still care about art, or are we remixing ourselves into oblivion?

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