Mike Green, chief strategist of the $11 billion firm Simplify Asset Management, joins Phil Rosen for the first episode of Full Signal. We discuss the biggest risks in today’s market, how passive investing is fueling an "everything bubble" and driving asset prices above their fair value, hidden economic issues, why Bitcoin isn't what you think it is, and the parallels between the AI boom and dot-com bubble.

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0:00 - Intro

0:27 - The biggest risks in markets

1:17 - Passive investing is inflating asset prices

3:34 - What's the tipping point to the passive investing bubble?

8:50 - Rising earnings are masking weakness

13:30 - AI vs. the dot-com bubble

15:03 - The role of 401(k)s in the "everything bubble"

25:46 - Bitcoin criticisms

30:35 - Conclusion

#podcast #investing #markets #macro #stocks #bitcoin #fed

The 'everything bubble' poses a bigger risk than AI, $11 billion strategist says