In this episode of Click Beta, Matt Zeigler, Jason Buck, andDave Nadig dive deep into the paradoxical world of modern markets wheregeopolitical chaos meets relentless bullish sentiment. From potential World WarIII scenarios to AI companions whispering in your ear, the hosts explore whytraditional market logic seems to have taken a permanent vacation. They discusseverything from the "buy the dip" mentality that refuses to die, towhether behavioral finance textbooks should just be thrown in the trash. It's awide-ranging conversation that touches on energy shocks, the death ofdiversification, and why Gen X might reluctantly have to save us all. MainTopics Covered:

- Market Irrationality & Geopolitical Events

- Why bombing Iran led to markets going up instead of down,and the complete disconnect between headline risk and market behavior The Deathof Selling

- How retail conditioning and systematic flows have createda market where nobody wants to sell, even during potential global conflictsEnergy as the Real Risk

- Why oil price spikes worry the hosts more than stockmarket volatility, and what $250-300 oil could mean for the economy MinskyMoments & Wile E. Coyote Markets

- The hosts' framework for understanding when stabilitybreeds instability and how long markets can run on thin air InternationalMarkets Outperformance

- The surprising reality that US markets are actuallyunderperforming globally, and why Americans don't seem to care AI and theFuture of Cheating at Life

- Discussion of Cluey's $16M raise to help people cheat ateverything, and what this means for human authenticity Gen X as ReluctantElders

- How the generation that never wanted responsibility mighthave to step up to fix local communities The Mid-Tier Apocalypse

- Why everything is becoming either luxury or garbage, withnothing affordable left in between Behavioral Finance Reality Check

- Whether studying cognitive biases actually helps when evenDanny Kahneman admits he falls for them all

n this episode of Click Beta, Dave Nadig, Matt Zeigler, and Jason Buck go deep on the messy realities of U.S. fiscal policy, the politics of taxation and spending, and what it really means to “get our fiscal house in order.” They dig into the latest tax bill, the implications for business owners and local economies, and the broader consequences for American hegemony and cost of capital. Along the way, they explore MMT, VATs, FX sentiment, AI's role in tax planning, and the surprising policy influence of farmers. It’s a candid, unscripted, and often hilarious look at the issues that actually matter.Main Topics Covered:Why the math of austerity doesn’t add upWhat a “fiscal house in order” really looks likeThe hidden consequences of the new tax billState vs. federal policy shiftsLabor, wage incentives, and restaurant economicsMMT, bond markets, and inflation dynamicsThe underrated power of FX as a policy gaugePrivate credit, pork spending, and political realitiesTax planning as the new alpha for advisorsExchange funds, 351 ETFs, and solving concentrated wealthThe commoditization of portfolios and rise of tax-focused RIAs

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?