Mike Green: AI is fueling another 1987 market CRASH!

Michael Green is the chief strategist and portfolio manager at Simplify Asset Management, and authors the Substack called "Yes I give a Fig." He joins Phil Rosen on Full Signal to discuss hidden risks of the AI boom, how passive investing is bidding up the AI bubble, why he's bullish on new technology but cautious on its impact for investors, and more.

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TIMESTAMPS:

0:00 - Caution on AI bull market

2:57 - AI's real value

5:38 - Nvidia's vendor financing

7:47 - The China threat

9:39 - Should investors sit out?

11:29 - Passive investing risks

13:17 - Are stocks actually cheap?

15:57 - 1987 crash parallels

19:17 - Are markets broken?

24:08 - Passive flows and leverage

26:10 - Can regulators step in?

28:21 - Building a new portfolio today

32:09 - Inflation vs. deflation

36:35 - American economic opportunity

42:32 - Mike's new book

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