
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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