Excess Returns Passive Investing, Inflation and the Bifurcated Economy with Mike Green
7 snips
Jul 11, 2024 Mike Green, expert in passive investing, discusses the impact of passive investing on markets, risks from increased options usage and the short volatility trade. He also shares his views on inflation, recession risks, Fed policy, and the bifurcation in the economy. Mike's thought-provoking perspectives cover a wide range of market dynamics and risks.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Evolution and Impact of Systematic Allocation Strategies and Passive Investing in Stock Markets
02:02 • 24min
Discussion on Fundamentals in Investing and Market Dynamics
25:56 • 2min
Risks and Opportunities in Market Dynamics
27:32 • 7min
Analysis of Economic Landscape and Impact of Policy Decisions
34:17 • 17min
Analyzing Inflation, Interest Rates, and the Economy
50:54 • 2min
High Yield Credit Fund with Dynamic Hedging Strategies
52:50 • 3min
Passive Investing Strategies and Portfolio Diversification
56:04 • 3min