Episode description
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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