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Dave Nadig: The ETF Bubble Nobody is Talking About
The ETF industry has never been more powerful — or more crowded. Dave Nadig, President & Director of Research at ETF.com, joins Pierre Daillie and Mike Philbrick for a no-holds-barred conversation on the structural risks building beneath the surface of the world's most successful financial innovation.
From a potential flood of mutual fund conversions to single-stock leverage ETFs, prediction market shenanigans, private credit illiquidity traps, tokenization timelines, AI's impact on the investment industry, and the quiet erosion of the ETF's greatest strength — simplicity — this is the ETF conversation the industry isn't having.
⏱ Chapters
00:00 — Introduction: Dave Nadig, President & Director of Research, ETF.com
00:46 — The Mutual Fund-to-ETF Conversion Flood: 5,000 Funds in the Pipeline
03:12 — The Plumbing Stress Test: Market Makers, Lead Market Makers & Capacity Limits
05:40 — Too Many Tickers: When Choice Becomes Paralysis
07:51 — The Case FOR Mutual Funds: Where the Structure Still Wins
10:34 — Private Credit ETFs: Retail Bag-Holding at the End of the Cycle?
13:06 — Private Equity ETFs, SpaceX Shenanigans & Liquidity Illusions
18:02 — ETF Proliferation: More Tickers Than Stocks
19:50 — The K-Shaped ETF Innovation Curve: Institutional Genius vs. Levered Junk
22:26 — Prediction Markets, Kalshi & Single-Counterparty Risk
25:04 — AI in Investment Management: Hype vs. Genuine Edge
27:18 — Tokenization: When Does It Actually Matter for Retail?
29:38 — Atomic Settlement, Blockchain, and the DTCC's Big Project
33:27 — Crypto, Prediction Markets & Where the Money Is Really Going
36:11 — 24/7 Equity Markets: Opportunity or Chaos?
45:25 — The Kitchen Drawer Metaphor: Good Tools vs. Junk Drawer ETFs
48:00 — Covered Call ETFs & the Yield Illusion: Total Return Is the Litmus Test
50:40 — How to Spot Extractive Products vs. Genuine Innovation
54:52 — Why Dave Came Back to ETF.com — and Why He Won't Stay in a Box
01:00:02 — ETF.com 3.0: Content, Pop-Up Events & the ETF Beach House
01:03:02 — The ETF Industry's Obligation: Keeping It From Going Extractive
01:07:13 — Where to Find Dave Nadig: ETF Zoo Podcast, Excess Returns & More
#ETF #ETFinvesting #DaveNadig #ETFcom #RaiseYourAverage #PassiveInvesting #MutualFunds #PrivateCredit #Tokenization #MarketStructure #LeveredETF #CoveredCallETF #PredictionMarkets #InvestingEducation #WealthManagement #FinancialAdvisors #ETFbubble #PortfolioConstruction #AIinvesting #IndexFunds
View all episodes
By AdvisorAnalyst.com
5
22 ratings
The ETF industry has never been more powerful — or more crowded. Dave Nadig, President & Director of Research at ETF.com, joins Pierre Daillie and Mike Philbrick for a no-holds-barred conversation on the structural risks building beneath the surface of the world's most successful financial innovation.
From a potential flood of mutual fund conversions to single-stock leverage ETFs, prediction market shenanigans, private credit illiquidity traps, tokenization timelines, AI's impact on the investment industry, and the quiet erosion of the ETF's greatest strength — simplicity — this is the ETF conversation the industry isn't having.
⏱ Chapters
00:00 — Introduction: Dave Nadig, President & Director of Research, ETF.com
00:46 — The Mutual Fund-to-ETF Conversion Flood: 5,000 Funds in the Pipeline
03:12 — The Plumbing Stress Test: Market Makers, Lead Market Makers & Capacity Limits
05:40 — Too Many Tickers: When Choice Becomes Paralysis
07:51 — The Case FOR Mutual Funds: Where the Structure Still Wins
10:34 — Private Credit ETFs: Retail Bag-Holding at the End of the Cycle?
13:06 — Private Equity ETFs, SpaceX Shenanigans & Liquidity Illusions
18:02 — ETF Proliferation: More Tickers Than Stocks
19:50 — The K-Shaped ETF Innovation Curve: Institutional Genius vs. Levered Junk
22:26 — Prediction Markets, Kalshi & Single-Counterparty Risk
25:04 — AI in Investment Management: Hype vs. Genuine Edge
27:18 — Tokenization: When Does It Actually Matter for Retail?
29:38 — Atomic Settlement, Blockchain, and the DTCC's Big Project
33:27 — Crypto, Prediction Markets & Where the Money Is Really Going
36:11 — 24/7 Equity Markets: Opportunity or Chaos?
45:25 — The Kitchen Drawer Metaphor: Good Tools vs. Junk Drawer ETFs
48:00 — Covered Call ETFs & the Yield Illusion: Total Return Is the Litmus Test
50:40 — How to Spot Extractive Products vs. Genuine Innovation
54:52 — Why Dave Came Back to ETF.com — and Why He Won't Stay in a Box
01:00:02 — ETF.com 3.0: Content, Pop-Up Events & the ETF Beach House
01:03:02 — The ETF Industry's Obligation: Keeping It From Going Extractive
01:07:13 — Where to Find Dave Nadig: ETF Zoo Podcast, Excess Returns & More
#ETF #ETFinvesting #DaveNadig #ETFcom #RaiseYourAverage #PassiveInvesting #MutualFunds #PrivateCredit #Tokenization #MarketStructure #LeveredETF #CoveredCallETF #PredictionMarkets #InvestingEducation #WealthManagement #FinancialAdvisors #ETFbubble #PortfolioConstruction #AIinvesting #IndexFunds
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