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| Name | Has Passive Investing Broken the Market? | Mike Green |
| Video Uploader | Video From Excess Returns |
| Upload Date | This Video Uploaded At 22-02-2024 08:30:30 |
| Video Discription | David Einhorn said in a recent podcast interview that he feels that the market is broken. He has made significant changes to his investment approach as a result. Much of the basis for his assertion is based on the work of Simplify's Mike Green, who has been warning investors about the dangers of passive investing for many years. In this episode, we are fortunate to have Mike back for his third appearance on the podcast. We discuss the impact that the rise of passive investing has had on the market, how that impacts the success of fundamental investing strategies and the risks it poses to the market as a whole. We also get Mike's take on inflation, the economy, Fed policy and a lot more. 00:00 - Intro 02:03 - The history of research on the impact of passive investing 06:42 - The rise of passive's share of the market 13:30 - The vicious cycle of passive for fundamental investors 19:30 - Rational individual decisions creating collective risk 21:25 - What the rise of passive means for fundamental investors 25:35 - Addressing some of the criticisms of Mike's arguments 26:55 - Can a factor be created based on passive flows? 31:00 - The impact of the rise of passive on corporate governance 32:27 - Mike's view of the current macro landscape 36:19 - Is the real level of inflation lower than what is being reported? 41:10 - Is the market underestimating recession risk? 43:09 - Is the Fed too tight? 46:27 - How Mike would position a portfolio for the current environment? 52:47 - Is there still an opportunity in short-term bonds? 54:12 - Mike's biggest reason for worry and optimism over the next 5 years FOLLOW MIKE ON TWITTER https://twitter.com/profplum99 SEE LATEST EPISODES https://www.excessreturnspod.com FIND OUT MORE ABOUT VALIDEA https://www.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau |
| Category | Education |
| Tags | Education Download MP4 | Education Download MP3 | Education Download MP4 360p | Education Download MP4 480p | Education Download MP4 720p | Education Download MP4 1080p |
