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42:22 Operating off fantastically outdated theories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
#077 Harold Bradley On The Danger ETFs Pose To The Stock Market
#076 Herb Greenberg On The 'Golden Era' Of Business Journalism
#075 Mike Maloney Sees An Economic Storm ‘Far Larger Than 2008’ Coming
#074 Bob Elliott: The Regional Banking Crisis Is A Policy Problem
#073 Chris Whalen On First Republic Collapse And Why More Banks Will Fail
#072 Christopher Zook: A Recession Is Coming And It’s Going to Be Deeper and Longer Than People Think
#071 ‘The Patriot Economy’: Omeed Malik On The Rise Of A New Economy In Response To ESG
#070 Axel Merk On Why Banks Are 'The Big Elephant In The Room'
#069 Joseph Wang On Why A Decade Of Persistently High Inflation Is Ahead
#068 Ray Dalio On Where We Are In The Changing World Order
#067 Jeff Snider: Markets Are 'Screaming Bloody Murder' And Are Hedged For A 2008-Style Scenario
#066 Bethany McLean On The Rise Of Legal Fraud
#065 Mark Yusko: We Are On The Precipice Of The Global Financial Crisis II
#064 DoubleLine's Ken Shinoda On Macro, Housing, And The Opportunities In MBS
#063 Jonathan Boyar On Finding Value During Uncertain Times
#062 Jim Rickards: ‘Are You Kidding Me? This Is The Biggest Bailout In History’
#061 Willem Middelkoop On SVB Collapse, The Big Reset, And The Financial Endgame
#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
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