Mike Greene

Mike Greene, a seasoned portfolio manager and chief strategist at Simplify Asset Management, dives deep into the pitfalls of passive investing. He discusses how passive strategies can distort market structures and raise risks for investors. Greene also critiques the dominance of major firms like Vanguard, highlighting their influence on market behavior. The conversation touches on the implications of retirement accounts and the ongoing shifts shaping investment dynamics. Ultimately, he challenges listeners to reconsider conventional wisdom surrounding active versus passive investment approaches.

Mike Green, a seasoned investor and chief strategist at Logica Funds, shares his profound insights on passive investing and its risks in the current market. He discusses the troubling traits of passive investments, likening them to Ponzi schemes when funding halts. Green argues that we live in a time of certainty, challenging Ray Dalio's cycle predictions and critiquing Paul Volcker's tenure as Fed Chair. He emphasizes the importance of insider trading knowledge and adapts investment strategies drawn from experiences with icons like Peter Thiel.

Mike Green, Chief Strategist at Logica Capital Investors, discusses the explosive rise of passive investing and its unintended consequences. He highlights how money flowing into index funds distorts market dynamics, affecting price discovery and liquidity. Green critically examines the FIRE movement, questioning the sustainability of these investment strategies amid shifting market conditions. He also delves into the implications of algorithm-driven investing and the influence of regulatory changes, sparking a debate on the balance between active and passive management.