In today’s episode, we are joined by Michael Green. Michael has over 20 years as a portfolio manager, mainly in the global macro space. Recently he has become well known because of his work on the shift to passive investing, and inevitably this was one of the topics we wanted to ask Mike about. Our conversation wasn’t limited to that however, and we also discussed comparisons between the present day and previous historical crisis (going back to the Roman Empire!), as well as many other interesting subjects.
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Topics Discussed in this Episode:
Passive investing
ETFs and target date funds
Intergenerational inequality
Real interest rates over history
Mean reversion and momentum
Negative interest rates
Leverage: recourse vs no recourse (limited liability)
MMT
Yield enhancement strategies

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