

Mike Green: Passive Stock Market Edifice Put To The Test As Recession A Near Certainty
47 snips Aug 2, 2024
Mike Green, a market expert, dives into the implications of rising unemployment and stock market dynamics. He discusses how passive investing has disproportionately driven valuations higher, potentially masking underlying economic weaknesses. Green examines the simultaneous sell-off of stocks and bonds and critiques traditional passive investment theories. He explores the evolving IPO landscape and challenges older investment strategies, while emphasizing the psychological impact of economic changes on investor behavior. Prepare for a revealing look at the current financial landscape!
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Intro
00:00 • 3min
Market Realities and Passive Investment Dynamics
02:55 • 20min
Stock and Bond Markets: A New Era
22:26 • 4min
Exploring Portfolio Rebalancing and Market Dynamics
26:21 • 2min
Passive Investing Perspectives: Apple vs. IBM
28:39 • 3min
Valuation Dynamics and Market Behavior
31:31 • 17min
Exploring the Dynamics of Passive Investing and Market Valuations
48:42 • 3min
The Evolving IPO Landscape
51:42 • 27min
Navigating Market Uncertainty
01:18:23 • 15min
Navigating the Landscape of Private Credit in a Rising Rate Environment
01:33:39 • 3min