Hi everyone and Welcome Back
Our summer finance series continues. Up next is Mike Green, the Chief Strategist of Simplify Asset Management and the author of what most investment professionals consider to be a must-read weekly newsletter. Mike is a very sophisticated global macro investor with an incredible track record and is one of the most respected thought leaders in global finance. As you’ll see in this episode, he has a knack for taking very complex ideas and explaining them in ways we can actually understand.
I wanted to have Mike on the show because he has some really important perspectives about investing, the direction of the economy, potentially consequential nuances in market dynamics, and much, much more. I had high hopes for this conversation and it did not disappoint. We covered fascinating ground and talked about everything from the brewing signs of trouble in real estate and high-yield debt to China’s demand problem to the surprising relationship between the rise of passive investing and the problem of capital misallocation in the broader economy.
As you’ll see in this episode, Mike’s understanding of these issues is jut at a different level. But like all true great investors, he approaches things with both self-understanding a sense of humility. With Mike you won’t get hype or hyperbole or anything like that but you will get incredibly deep understanding and nuance. I, for one, would take that all day.
Thanks for tuning-in!
Listen to the episode on Apple Podcasts, Spotify, Google Podcasts, Amazon Music and Youtube or on your favorite podcast platform.
