Jim o'shaughnessy: Sometimes we get caught up in what feel like infinite loops when trying to figure things out. The goal of this podcast is to learn how we can reset our thinking on issues that hopefully leaves us with a better understanding as to why we think the way we think, and how we might be able to change that. With each episode, we hope to bring you along with us as we learn together. Now, please enjoy this episode of infinite loops.
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