Mike Green on the Dangers of the Rise of Passive Investing

1

Introduction

00:00 • 3min

2

The Rise of Passive Investing

02:38 • 2min

3

Can Active Outperform Passive Investing?

04:24 • 6min

4

What Is Passive Capital Allocation?

10:09 • 4min

5

Investing in a 401k

13:39 • 5min

6

Why Is Passive Investing Driving Higher Valuations?

18:12 • 4min

7

Is Passive Gaining Share?

21:49 • 4min

8

Is There Any Way to Fix This?

25:58 • 2min

9

Active Manager Killing Machine

27:46 • 3min

10

How Does Liquidity Scale With Market Cap?

30:23 • 3min

11

Tail Risk Protection in a Refinancing Cycle?

33:36 • 5min

12

Fundamental Investing

38:07 • 5min

13

The Dot Com Cycle Perversely Was Kicked Off by Indexing 1.0

43:02 • 5min

14

Is the Stock Market Going to Crash?

48:01 • 3min

15

Is the Fed's Stance on Inflation Transitory?

51:20 • 4min

16

Is There a Neutral Rate in the Economy?

55:07 • 3min

17

Is the Fed Being Backed Into a Mistake?

57:59 • 3min

18

Why Are You Reading This Now?

01:00:44 • 4min