Michael Green (@profplum99), Chief Strategist and Portfolio Manager for Simplify Asset Management, joins Julia La Roche on episode 84 for a wide-ranging conversation on the economy and market.
In this episode, Mike Green breaks down some of the implications of systematic and passive investment strategies and how they lead to the current market phenomena.
Michael has been noted for his work as a market theoretician and financial media participant. He is a graduate of the University of Pennsylvania and a CFA holder.
Follow Mike on Twitter: https://twitter.com/profplum99
Read Mike’s Substack: https://www.yesigiveafig.com/
0:18 When are we going to see a recession?
1:06 In the recession camp
2:40 Labor is bifurcated
4:55 Student loan debt
8:00 Implications of AI
13:55 Markets and the implications of passive investment strategies
18:10 Creating an asset bubble
21:57 What happens when the selling starts?
24:00 Driving a car uphill with no brakes
28:20 Growth of passive
33:58 Inelasticity of the markets
36:20 The Fed
42:22 Operating off fantastically outdated theories
45:00 Downside of these strategies
49:30 Narratives in the markets
54:00 Parting thoughts
#060 Tom Lee On Why Stocks Are Already In A New Uptrend
#059 Larry McDonald: We've Permanently Come Into A New Higher Interest Rate Regime And Trillions Are Currently Misallocated
#058 'Lunatic Farmer' Joel Salatin On The Only System That Can Ultimately Feed The World
#057 Milton Berg: How To Spot ‘Turning Points’ In The Markets
#056 Sam Burns On Being More Bullish On Equities In At Least A Year
#055 Jim Grant: Disinflation For The Short Run, Inflation For The Long Run
#054 Ted Oakley: A Long Way To A Normalized Investing Environment Post ‘Super Bubble’
#053 Michael Howell On How Liquidity Drives Markets And Where We're Likely Headed
#052 James Lavish: We're Walking A Very Thin Tightrope Over A Cliff
#051 Peter Boockvar On The 'Death By A Thousand Cuts' Economy
#050 Cullen Roche On Macro Outlook And Housing Risks
#049 You're Going To Be Working Until You're 85 Or 90 | Ric Edelman
#048 Carol Roth On How The Government And The Fed Created The Largest Wealth Transfer In History
#047 Joe Fahmy On Why Biotech Will Outperform The Broader Market In 2023
#046 Whitney Tilson On Avoiding The 5 Calamities That Can Ruin You
#045 Caleb Franzen: The Fed Is Being Challenged By Ongoing Labor Market Dynamics
#044 Standing Up to the Woke Mob and Walking Away From $1 Million: Jennifer Sey's Story
#043 Jon Hilsenrath On Treasury Secretary Janet Yellen And Navigating An Era Of Upheaval
#042 MEGATHREATS: 'Dr. Doom' Nouriel Roubini's Scariest Prediction
#041 Jim Bianco: Recession Has Become The New Bull Story On Wall Street
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast