The Real Risk Is in the Political Framework, Not in the Financial Framework

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It seems to me that for us to get back to a rational market environment, where rationality rules, literally, the entire structure would have to be either overthrown or rewritten. Do you think that's even possible? "Facing the truth and facing the reality is so difficult"

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