Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

Eight Things We Learned from Our Interview with Mike Green | Practical Takeaways for Investors

Jul 15, 2024

01:07:44

In this episode, we dive into the key takeaways from our recent interview with Mike Green of Simplify. We explore several important lessons, including the need to be open-minded about new ideas in investing, the potential unintended consequences of passive investing, and the importance of looking beyond market aggregates. We discuss how these concepts apply to the average investor and what they mean in practical terms for portfolio management. We also touch on the double-edged nature of innovative investment products and caution against making hasty investment decisions based on election outcomes. Throughout the conversation, we emphasize the importance of understanding the "why" behind market movements and considering the practical implications of complex market dynamics for individual investors.

We hope you enjoy the discussion.

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