Is Expedential Growth Easy?

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Micheal Green, the chief strategist for logica joins sydney Macwell to talk about why markets are behaving in a way they do. He says most people have a very hard time understanding how models are actually constructed and what the limitations and risks around eccepting models from a naive fashion are. This is an examp of a time period where it's hard and people are frightened, he says.

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