Passive Investing, Inflation and the Bifurcated Economy with Mike Green
Excess Returns
Evolution and Impact of Systematic Allocation Strategies and Passive Investing in Stock Markets
The chapter discusses influential academic papers on systematic allocation strategies and the shift towards passive investing, examining the impact on market dynamics. It emphasizes the importance of understanding passive investing's growth, challenges in replicating indexes, and the inelasticity in demand for big companies like Apple and Microsoft. The conversation delves into the implications of passive investing during market crises, market cap scaling dynamics, and the potential for a significant market event in the context of AI and technology.
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