Mike Green

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.

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.