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42:22 Operating off fantastically outdated theories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
#097 Peter Borish: My Concern Is More Than A Recession
#096 Michael Howell: It's Bonds, Not Banks, That Look Dangerous
#095 Carol Roth: You Will Own Nothing
#094 Todd Gordon: Why We're Not Headed Toward Recession
#093 Neil Howe: The Fourth Turning Is Here — How Will This Crisis End
#092 Milton Berg On Why There’s Strong Evidence The Market Won’t Do Well
#091 Peter Atwater On The Troubling Disconnect Between Main Street & Wall Street
#090 Jens Nordvig On How AI Is Changing Investing Forever
#089 Jim Bianco On Why Inflation Will Be Problematic And There Won't Be A Fed Pivot
#088 Dr. Ed Altman: We’ve Reached An Inflection Point In The Credit Cycle
#087 Jason Trennert: If You're Playing The Odds Expect A Recession In The Next 6-12 Months
#086 The Acid Capitalist Hugh Hendry On The Economy: 'I'm Fearful'
#085 Kyle Bass On China: 'We Sit At A Hinge In History Right Now'
#083 Nassim Taleb And Scott Patterson On Black Swans And Chaos Kings
#082 David Hunter On Melt Up In Stocks, Global Bust, And Gold $20,000 Forecast
#081 Professor Steve Hanke Sees Decline In Inflation, Recession On The Way
#080 Nick Glinsman: Investors Beware China
#079 Brent Johnson, Creator Of ‘The Dollar Milkshake Theory,’ Explains Why We’re Heading Toward A Sovereign Debt And Currency Crisis
#078 Guy Spier On How Lunch With Warren Buffett Changed His Life
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