Risks and Challenges of Passive Investing in Retirement Planning

Michael Green, Chief Strategist and Portfolio Manager for Simplify Asset Management, joins Julia La Roche on episode 178 for a wide-ranging conversation on the economy and market.  

In this episode, Mike Green discusses some of the implications of systematic and passive investment strategies and how they've led to the current market conditions. 

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.

Links:

Follow Mike on Twitter/x: https://twitter.com/profplum99 

Read Mike’s Substack: https://www.yesigiveafig.com/

Visit Simplify: https://www.simplify.us/

0:00 Intro and welcome Mike Green 

0:56 Macro picture 

2:27 Markets 

4:30 The Boomers always win 

8:38 Assessment of the health of the economy 

12:00 Reduction in hours, increase in part-time work 

12:55 Impact of passive investing 

20:40 Largest stocks most affected by passive flows

23:00 Everyone has become automated 

25:17 How does this end? An accelerated reversal of the gains? 

28:49 Perception of retirement wealth

31:00 Ponzi funds 

35:30 Social security 

37:00 Markets divorced from fundamentals 

41:09 The Fed