Michael Green - The Active Impact of Passive Investing (S5E1)

1

Introduction

00:00 • 4min

2

Thrilled to Be Flattery

03:41 • 3min

3

Is Small Cap Valuation the Golden Hint?

06:41 • 4min

4

Investing in the Global Macro Space

10:54 • 6min

5

Is Passive Indexes Really Passive?

16:29 • 2min

6

Investing

18:31 • 3min

7

The Passive Thesis

21:16 • 5min

8

What's the Catalist for a Short Volatility Trade?

25:58 • 5min

9

Taking Into Consider Your Opponents

30:28 • 2min

10

What Is the Impact of the Massive Growth of Passive Investing?

32:17 • 5min

11

What's Going on in the Market?

36:48 • 2min

12

The Inelasticity of the Market

38:40 • 3min

13

Target Date Funds - What Are Your Views?

41:18 • 3min

14

Investing in Target Date Funds

44:29 • 3min

15

Is There a Negative Correlation Between Bonds and Stocks?

47:34 • 2min

16

Is There a Trade for All This?

49:05 • 4min

17

Can I Recreate That Put Structure With a Long Short Portfolio?

52:44 • 5min

18

The Synthetic Exposure Is a Very Important Component of the Portfolio Construction

58:00 • 5min