Excess Returns Has Passive Investing Broken the Market? | Mike Green
12 snips
Feb 22, 2024 Discussion on the impact of passive investing on the market, risks it poses to fundamental investing. Also covers topics like inflation, Fed policy, economic fragility, recession indicators, and strategies for navigating financial turbulence
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 5min
Evolution of Passive Investing and Market Risks
05:19 • 13min
Navigating the Complexities of Financial Markets and Market Strategies
18:19 • 1min
Risks and Implications of Passive Investing
19:30 • 22min
Analysis of Economic Fragility and Unemployment in Recessional Context
41:04 • 2min
Navigating Financial Turbulence
43:09 • 7min
Navigating the Challenges of Risk Assets and Passive Investing
50:28 • 9min