Are You Better Served by Saying Yes?

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I think there are highly skilled individuals that are involved in the allication process, very talented individuals in many situations. But they are governed by an incentive structure that says, here's what we need to achieve, can you do it? And if your answer is no, then somebody else will get the job. Are you better served by saying yes and trying your best and feeding your wife and children, your husband and children? Or are you better serving by adopting a principled stanza ha says, no, that can't be done?"

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