Mike Green, a market expert, dives into the implications of rising unemployment and stock market dynamics. He discusses how passive investing has disproportionately driven valuations higher, potentially masking underlying economic weaknesses. Green examines the simultaneous sell-off of stocks and bonds and critiques traditional passive investment theories. He explores the evolving IPO landscape and challenges older investment strategies, while emphasizing the psychological impact of economic changes on investor behavior. Prepare for a revealing look at the current financial landscape!

In Episode 269 of Hidden Forces, Demetri Kofinas speaks with portfolio manager & chief strategist at Simplify Asset Management, Mike Green. Mike is a deep thinker and so much of what he has to say is value-additive. It illuminates some aspect of the market or some socio-political phenomenon or dynamic that has profound explanatory power. Today’s conversation was no exception. The two spent the first hour discussing a number of topics that Demetri has explored on his podcast before, including topics related to corporate vs. state power, the role of government in the economy, the lack of leadership in government, and the types of reforms needed to resolve some of the structural challenges that our political economy faces. The second hour, which is available to premium subscribers only, drills deeper into the conversation about corporate power, as well as the roles and responsibilities of media personalities and organizations in serving the public interest. Demetri and Mike also discuss inflation, its drivers, as well as how to maintain optionality while at the same time protecting oneself from sovereign credit risk, something that is top of mind for those of you concerned about the long-term status of the US Dollar and all fiat currencies. This is especially true if you believe that we have transitioned into a new inflationary regime with structurally higher consumer prices and costs of capital. You can access the full episode, transcript, and intelligence report to this week’s conversation by going directly to the episode page at HiddenForces.io and clicking on "premium extras." All subscribers gain access to our premium feed, which can be easily added to your favorite podcast application. If you enjoyed listening to today’s episode of Hidden Forces you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe & Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 08/30/2022

MacroVoices welcomes Simplify Asset management chief strategist and portfolio manager, Mike Green to the show. Mike was the first person to bring up World War III to MacroVoices but he’s not talking about nuclear armageddon - he is talking about growing conflict between Russia, United States and China. This interview will focus on the economic and trading implications of the new war cycle. https://bit.ly/3tK1hiR   Download Big Picture Trading chartbook 📈📉http://bit.ly/3Of5Ye4 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/ Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Mike Green, from Simplify Asset Management, is a leading expert on passive investing and its market implications. He delves into how passive strategies influence investor behavior and market dynamics, challenging traditional metrics of stock liquidity. The conversation highlights monopolistic tendencies among major firms and the risks of rigid portfolio structures relying on historical data. Green also discusses how to navigate portfolio volatility and adjust expectations in light of potential market downturns, offering valuable insights for modern investors.

Tech stocks are leading U.S. equities higher as bond yields pull back — but not until after the 2-Year Treasury note hit its the highest level since January 2007. Maggie Lake is joined by Geo Chen, director of Three Quays Pte. Ltd. and the author of Fidenza Macro, to hear how bond market volatility and global liquidity dynamics are moving markets. Plus, we’ll hear from Simplify chief strategist Mike Green, who explains why he’s so worried that the current environment looks like 1929. You can watch that entire interview here: https://rvtv.io/3IYdyZBYou can read all of Geo’s work here: https://fidenza.substack.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

"What the Bond Sell-off Means for Investors" features Andy Constan, a bond market expert, and Mike Green, an analyst. They analyze the recent turmoil in the bond market, discussing the rise in long-term government debt and its implications for the economy. Topics include the risk-reward for investors considering bonds in their portfolio and the challenges of forecasting economic activity, interest rates, and inflation. They also explore the impact of long-term interest rates on the housing market and the divergence between stock and bond returns.

Bob Elliott, CIO at Unlimited Funds, and Mike Green, Chief Strategist at Simplify Asset Management, discuss the late cycle slowdown coming in 2024. They cover topics such as the impact of passive investing, the relative value of bonds vs stocks, and the signals delinquencies are giving regarding credit. They also explore the potential results of geopolitical conflict on investments like Bitcoin, gold, and bonds, and whether the Fed will cut rates in 2024.

Mike Green, expert in passive investing, discusses the impact of passive investing on markets, risks from increased options usage and the short volatility trade. He also shares his views on inflation, recession risks, Fed policy, and the bifurcation in the economy. Mike's thought-provoking perspectives cover a wide range of market dynamics and risks.

Mike Green, market expert, shares insights on the impact of passive investing on market dynamics. He discusses the market being on autopilot, the influence of passive flows on large stocks, and the disconnect between markets and fundamentals. Topics include retirement wealth perception, Ponzi funds, and the implications of passive investing on retirement planning.

Craig Peterson and David Pegler, co-founders of Tier 1 Alpha, along with Senior Executive Advisor Mike Green, discuss critical shifts in the options market and investment strategies. They explore the impact of market volatility on trades, particularly around significant economic events. The trio analyzes market manipulation through options trading of major stocks like Nvidia and Apple. Additionally, they emphasize the need for continuous learning in adapting to evolving market conditions, making complex financial insights accessible to all.