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Mike Green

Portfolio Manager and Chief Strategist at Simplify. Known for expertise in market structure and passive investing.

Top 5 podcasts with Mike Green

Ranked by the Snipd community
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108 snips
May 29, 2025 • 1h 1min

MacroVoices #482 Mike Green: What The Market Is Not Discounting

Mike Green, Chief Strategist and Portfolio Manager at Simplify Asset Management, dives deep into the implications of current tariffs and the contradictions in government policy. He explores the effects of passive investing on market behavior and the hidden economic challenges it masks. The discussion also touches on the evolving role of AI in the economy, innovative high-yield investment strategies, and the intricate dynamics of Treasury yields. Green’s insights on measuring real interest rates and inflation present a compelling view of today's financial landscape.
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106 snips
Jun 18, 2025 • 1h 14min

Equity Market Strength is Masking a Recession | Mike Green

Mike Green, Portfolio Manager and Chief Strategist at Simplify, dives into the paradox of a strong equity market potentially hiding economic weakness. He discusses the implications of rising interest rates, how they're affecting consumer behavior, and hints at an upcoming recession due to labor market challenges. Green offers insights on the passive investing endgame driving equities higher and speculates on how asset values might fare in a recession. He also touches on inflation, the bond market, and the gig economy's impact on unemployment.
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49 snips
May 7, 2025 • 40min

Tariff Uncertainty Ahead of Fed Meeting

Mike Green, Chief Strategist at Simplify Asset Management, shares insights on the current equity landscape and challenges of passive investing. He discusses how the obsession with inflation might be overstated and delves into the implications of imminent US-China trade talks on market dynamics. The conversation highlights the complexities surrounding future Federal Reserve policies and the critical approaches investors should adopt in light of economic uncertainty. Green emphasizes the need for strategic asset allocation amid an ever-shifting financial backdrop.
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12 snips
May 26, 2025 • 53min

The Great Distortion: The Hidden Impact of Passive Investing | Practical Lessons from Mike Green

In this engaging discussion, Mike Green, a provocative thinker on passive investing, unpacks the hidden mechanics behind seemingly passive investment flows. He reveals how these flows actively distort market dynamics and price discovery, raising concerns about systemic risks and the real implications for individual investors. Mike also delves into the gig economy's effect on unemployment data and the challenges international assets face amid prevailing passive trends. With clarity and wit, he offers crucial insights that challenge conventional views on modern market behavior.
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Apr 15, 2025 • 49min

Hedgeye Investing Summit Spring 2025 | Tier1 Alpha CEO Craig Peterson, COO David Pegler, Sr. Exec. Advisor Mike Green

In this engaging discussion, Craig Peterson, CEO of Tier1 Alpha, and Mike Green, Sr. Exec. Advisor, delve into the intricacies of market structure and trading dynamics. They highlight the critical role of algorithms in trading and how volatility affects market strategies. The duo explores the transition of investor sentiment from complacency to panic and discusses portfolio management in uncertain conditions. They also emphasize the implications of automatic 401k contributions on markets, offering valuable insights for navigating today's complex investment landscape.

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