Michael Green

Join Michael Green, Chief Strategist at Simplify Asset Management and seasoned market contrarian, as he dismantles the myth of passive investing. He discusses how passive strategies skew market dynamics, favoring mega-caps while sidelining smaller firms. Green dives into lessons from Volmageddon and stresses the importance of a resilient, cash-flowing portfolio. The conversation also explores the true potential of crypto beyond its destructive narrative, highlighting the innovative promise of tokenized securities that could transform traditional finance.

Michael Green, Chief Strategist for Simplify Asset Management, shares his insights from decades in finance. He recalls pivotal moments like the 1987 stock market crash and stresses the impact of passive investing on market dynamics. The discussion touches on the economic repercussions of Bitcoin versus gold and the dual effects of artificial intelligence on jobs. Green also critiques current economic policies, emphasizing the need for strategic thinking in navigating today's financial landscape.

Michael Green, Chief Strategist at Simplify Asset Management, dives into the world of index funds and highlights the crowding risks from passive investing, affecting large-cap stocks and market concentration. Steve Englander, Global Head of G10 FX Research at Standard Chartered Bank, raises concerns about the quality of U.S. economic data affecting monetary policy. He also discusses cross-rates and euro mispricing, while revealing the importance of using the employment-population ratio as a more reliable labor metric.

Michael Green, Portfolio Manager and Chief Strategist at Simplify Asset Management, shares insights on the current market landscape. He discusses how passive investing is inflating a Ponzi-like bubble and compares today's AI boom to the dot-com frenzy. Green warns of a potential recession, hidden behind optimistic market highs, and highlights the advantages of investing in bonds, particularly TIPS. He expresses concerns over the decline of small businesses amid growing corporate power, illuminating the shifting dynamics of modern economies.

Michael Green, Chief Strategist at Simplify Asset Management and a vocal critic of passive investing, discusses the systemic risks it poses to market equity structures. He highlights how passive flows distort valuations, favoring large caps and exacerbating market bifurcation. Green argues that the current gold rally reflects a flight from systemic risk rather than mere inflation concerns. He also cautions about the dangers of leveraged ETFs, emphasizing the lack of accountability for financial excesses and the implications of geopolitical shifts on U.S. hegemony.