The power of language to pervert incentives is, i mean, we could probably do another two hours on that alone. And in reality, insist that most of the people tha should be paying attention will not be listening to this podcast. We as a society have lost the single edited new source, the reasonable, walter cronkite type framework. That's created a fractionalization or fracturing of the dialogue.
In this episode of Infinite Loops we spoke with Michael Green, Partner & Chief Strategist at Logica Capital Advisers. In a wide-ranging discussion that could have lasted the rest of the day, we covered:
- The passive narrative, and its impact on market structure.
- Vanguard and Blackrock’s lobbying efforts.
- Target Date Funds and their increasing dominance.
- COVID-19 and the government’s response.
- The power of language.
- Michael’s recent paper: Policy in a World of Pandemics, Social Media, and Passive Investing (linked below)
And much more. You can find Michael’s paper here: https://www.logicafunds.com/policy-in-a-world-of-pandemics