Dave Nadig: The ETF Bubble Nobody is Talking About

Dave Nadig: The ETF Bubble Nobody is Talking About

From The Raise Your Average™ Podcast by AdvisorAnalyst.com

May 8, 2026 · 1h 9m · Episode 93

About this episode

Dave Nadig discusses the hidden risks in the ETF industry with hosts Pierre Daillie and Mike Philbrick.

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.

People in this episode

Hosts: Pierre Daillie, Mike Philbrick

Guest: Dave Nadig

Topics covered

  • ETF industry
  • financial innovation
  • structural risks
  • mutual fund conversions
  • single-stock leverage ETFs
  • AI impact
  • investment industry

Keywords

  • ETF
  • financial innovation
  • mutual funds
  • leverage ETFs
  • AI
  • investment risks
  • tokenization

Mentioned in this episode

Organizations: ETF.com

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