When you're uncertain, they say to seek the counsel of those smarter than you.Well, amongst the many experts I interview on this channel, Michael Green is definitely in the top cohort intellectual horsepower-wise.Mike is portfolio manager & chief strategist at Simplify Asset Management. And today, we'll tap his latest thinking on the stock market, the credit markets, the economy, and where the new Administration's policies are taking us.Mike is one of the top experts on how passive capital flows (aka the "giant mindless robot") have been propelling stocks to record levels of (over?)valuation.Well, for the first time in a long time, we're starting to see those passive inflows falter.
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