David Nadig: The Complexities of Modern Markets - [Making Markets, EP.43]

David Nadig: The Complexities of Modern Markets - [Making Markets, EP.43]

Author: Colossus | Investing & Business Podcasts September 13, 2024 Duration: 40:13

My guest this week is David Nadig. David is the Financial Futurist for ETF Trends and ETF Database and has had over 25 years of ETF experience. We start off by acknowledging the debate over active and passive investing. David and I discuss the potential dangers of passive funds on market discovery, the inelastic markets hypothesis, and the effects of massive inflows into index funds. This episode explores how leverage and options trading interact with these market dynamics and the broader implications on capitalism and market structures. Please enjoy my conversation with David Nadig.



For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.

-----

Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.

Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.

Follow us on Twitter: @makingmkts | @ericgoldenx

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).


Show Notes

(00:00:00) Welcome to Making Markets

(00:01:25) The Passive vs Active Debate

(00:03:02) Impact of Passive Investing on Market Pricing

(00:04:02) Flow and Market Cap Multiplier Effect

(00:07:20) Daily Leverage and Market Volatility

(00:10:35) Uninformed vs Informed Traders

(00:19:19) Opportunities and Risks in Passive Investing

(00:21:52) Opportunities in Forced Selling and Crisis

(00:22:17) The Shift from Public to Private Markets

(00:24:46) Challenges in Private Equity Liquidity

(00:29:46) The Broken System of Capitalism

(00:35:30) Insurance Problems and Government Role

(00:37:02) Thoughts on Capitalism's Future

Learn more about your ad choices. Visit megaphone.fm/adchoices


Eric Golden hosts Making Markets, a podcast that digs into the often unseen mechanics and human behaviors driving how value is assigned and traded. Rather than just analyzing charts or headlines, conversations focus on the underlying architecture-the rules, relationships, and psychology-that defines how any marketplace functions. This approach means that one episode might dissect the familiar terrain of bonds or equities, while the next ventures into the specialized worlds of fine art, cryptocurrency, or even vineyard acquisitions. The common thread is a curiosity about the actual transactions and the people who facilitate them, providing a tangible sense of what occurs when assets change hands. By speaking with practitioners and experts each week, the show demystifies the complex systems that form the backbone of global commerce, offering listeners a clearer picture of economic forces at work. As part of the Colossus network of investing and business podcasts, Making Markets builds a comprehensive library of knowledge, turning abstract concepts into accessible narratives. It’s for anyone who has ever wondered about the real-world machinery operating behind the curtain of daily financial news.
Author: Language: English Episodes: 100

Making Markets
Podcast Episodes
Mark Dow: A Behavioral Macro View - [Making Markets, REPLAY] [not-audio_url] [/not-audio_url]

Duration: 57:25
My guest this week is Mark Dow. Mark started his career as an economist with the US Treasury and the IMF before he joined Wall Street. Today, he is the founder of behavourialmacro.com and runs a fund that combines his sk…
Nik Lentz: UFC Fighter Turned Trader - [Making Markets, REPLAY] [not-audio_url] [/not-audio_url]

Duration: 46:32
Today, we're replaying my episode with Nik “The Carny” Lentz. It's not every day you talk to a UFC fighter turned trader. And this conversation is both intense and insightful. We start by talking about Nik's journey from…
Herman Narula: Enabling the Metaverse - [Making Markets, EP.41] [not-audio_url] [/not-audio_url]

Duration: 49:18
My guest this week is Herman Narula, the CEO of Improbable. Improbable is an ambitious company that is building the infrastructure for an open metaverse. We dive into his vision for the metaverse, the technical requireme…
Sajith Pai: Unpacking India - [Making Markets, EP.40] [not-audio_url] [/not-audio_url]

Duration: 40:58
My guest today is Sajith Pai, a VC at Blume Ventures. Sajith is one of the leading thinkers on India, and today he takes us on a journey to understand this massive, fast-growing, and challenging market. We cover many of…
Quarterly Market Recap: Q2 2024 - [Making Markets, EP.39] [not-audio_url] [/not-audio_url]

Duration: 29:40
In this quarterly recap, Matt turns the mic on Eric to delve into the remarkable performance of Q2, with the S&P up 4% and NASDAQ up 8%. They discuss the ongoing market strength, particularly driven by mega-cap growth co…
Nat Eliason: The Wild World of Crypto - [Making Markets, EP.38] [not-audio_url] [/not-audio_url]

Duration: 54:47
My guest today is Nat Eliason, an internet creator and writer of the new book Crypto Confidential. Nat takes us on his wild journey in Crypto, where he made and lost millions, worked on exciting projects, and suffered th…