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42:22 Operating off fantastically outdated theories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
#017 Jim Rogers: The Next Bear Market Will Be 'The Worst In My Lifetime'
#016 Marc Benioff On The New Era For Business
#015 Activist Short-Seller Dan David On 'The China Hustle' And Uncovering Frauds
#014 Nik Bhatia On The Coexistence Of The Dollar And Bitcoin
#013 Epsilon Theory's Ben Hunt On The Narratives Everywhere
#012 Jim Bianco: This Is The New Normal. Get Used To It.
#011 Anthony Scaramucci On Failure, Bitcoin, and Trump
#010 Kyle Bass On Energy, China, Inflation, And More
#009 CrowdStrike's Adam Meyers On The Biggest Cyber Threats
#008 Alan Patricof on 50 years of investing, Burning Man and the NYC Marathon at 87, and living to 114
#007 Ryan Williams On Unlocking Access To Commercial Real Estate Investing
#006 Greg Lukianoff on Free Speech and 'Free Speech Culture'
#005 Hugh Hendry on Why We’re Already in the 4th Depression
#004 Former Assistant Treasury Secretary Gerry Parsky on Lessons from the 70s and Parallels to Now
#003 David Cote on Winning Now, Winning Later
#002 Bill Browder on Surviving Putin's Wrath
#001 Morgan Housel on The Psychology of Money
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