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.

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.

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.

Mike Green, an expert on passive investing's market transformation, delves into why there's no such thing as a truly passive investor. He discusses how inelastic flows distort prices and the implications for market valuation and volatility. The conversation sheds light on the hidden risks of a passive-dominant market, including IPO scarcity and the unexpected consequences of target date funds. Green also explores the challenges posed by shifting demographics and calls for reevaluating regulatory policies in response to these changing dynamics.

Mike Green, CFA, known for his insights on market structure, critiques Bitcoin's inherent flaws. He discusses how Bitcoin's fixed supply creates economic barriers, concentrating wealth while hampering mobility for younger generations. Unlike gold, Bitcoin's scarcity leads to systemic deflation and wealth inequality. The correlation between Bitcoin ETFs and its price raises concerns about intrinsic value. Green highlights the risks of financial engineering by companies like MicroStrategy, questioning Bitcoin's viability as a sustainable investment.