Michael Green

Michael Green, Chief Strategist at Simplify Asset Management, dives deep into the influence of passive investing on market dynamics. He discusses how passive funds dominate the market, leading to an 'everything bubble' and critical disconnects from traditional valuations. Green analyzes the implications of regulatory changes, inflation dynamics, and technological disruptions on employment. He even likens today's market structure to a Ponzi scheme, raising eyebrows with his take on Bitcoin’s value in comparison to gold.

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, discusses the precarious state of the U.S. economy and the potential for recession amidst tariff impacts. He highlights how Asian currencies are poised to benefit from lower U.S. Treasury yields. Linda Liu, China Autos Reporter for Bloomberg News, dives into the competitive landscape of the Chinese EV market, previewing XPeng's upcoming earnings and discussing the boost from government incentives for electric vehicles. Together, they provide a keen analysis of current economic pressures and innovations in the auto industry.