The Grant Williams Podcast
The End Game Ep. 47 - The Two Mikes PREVIEW
Jan 26, 2024
The Two Mikes dissect the financial and political spectrum, discussing topics such as passive investing, the behavior of stocks like Tesla and Apple, the influence of politics on the market, and the role of the Federal Reserve.
12:50
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Quick takeaways
- Passive investing's potential challenges and future struggles raise questions about its impact on the markets.
- The influence of passive flows on short selling and stock performance highlights the need for caution and consideration of passive investor behavior.
Deep dives
The Expansion of Passive Investing
The podcast discusses the expansion of passive investing and its implications. Currently, passive investing accounts for around 40-45% of the market, with institutional investors being more advanced in adopting passive strategies. However, there are signs of potential challenges ahead with outflows from Vanguard's mutual funds, indicating a maturing client base. The hosts suggest that this could be a warning sign for passive investing and raise questions about future potential struggles and the impact on the markets.
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