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42:22 Operating off fantastically outdated theories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
#117 Ted Oakley On Staying Rich With A Balanced Portfolio
#116 Lyn Alden On Broken Money, Higher Inflation, Gold, And Bitcoin
#115 Dr. Lacy Hunt On The Impending Recession
#114 Bob Elliott On Why It's Time For A 10% Gold Allocation
#113 Jim Rickards On What The Israel-Hamas War Could Mean For The Global Economy
#112 Darius Dale: Why We Could Have A Worse Recession Than Investors Anticipate
#111 David Hay: The Odds Of A Recession Are Going Up, Not Down, With Each Passing Day
#110 Marc Chandler: The Dollar's Rally Is, If It's Not Over Yet, It's Nearly Over
#109 Danielle DiMartino Booth: 'It’s Clear That The U.S. Economy Is In A Recession If It Wasn't For Everything That Uncle Sam Is Either Spending Or Fudging'
#108 Chris Whalen On The ‘Silent Crisis’ — The Looming Commercial-Led Recession
#107 Claudia Sahm: The Economy Is At An Inflection Point
#106 Harald Malmgren & Nicholas Glinsman: The U.S. Treasury Market Is The ‘Ultimate Wrecking Ball’
#105 Sam Burns: The Economy Isn't Headed For Recession Any Time Soon
#104 Christopher Zook On Stagflation, Energy, And A 'Generational Opportunity' In Commercial Real Estate
#103 Matt Higgins: The Only Way Out Is A Reckoning
#102 Masha Bucher On The State Of Venture Capital, Investing In AI, And How To Navigate Today's Market
#101 Larry McDonald: The Probability Of Sustained Stagflation Is Rising
#100 Bill Ackman On Activist Investing, The Economy, And Learning From Mistakes
#099 Peter Cecchini: 3 Reasons Why We're Headed Toward Recession
#098 Rick Rule: 'Potent And Very Ugly Cocktail' In A Rising Interest Rate Environment
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