And so, again, this is proprietary research, I don’t often show this. Michael Green - Partner, Chief Strategist / PM. In the finance world, Mike needs no introduction, thus attempting to do so in brevity here would do him no service. Download a PDF of this memo Download. In this episode of Infinite Loops we spoke with Michael Green, Partner & Chief Strategist at Logica Capital Advisers. In a wide-ranging discussion that could have lasted the rest of the day, we covered: The passive narrative, and its impact on market structure. Green and Bennington discuss commodities, passive investing, and the Fed’s latest FOMC meeting, with Green sharing his outlook on inflation and interest rates. Mike Green is a Partner, Chief Strategist at Logica. Target Date Funds and their increasing dominance. Mike works with Simplify to create ETF products that give retail investors an edge. Michael Green of Logica Funds, whose work on the impacts of passive investing has become renowned of late and from which the basis of my research has been sourced, confirms his dynamic of flows into passive in a recent paper published by his firm. Source: Mike Green, Logica Funds - Policy in a world of pandemics, Social Media & Passive Investing In this wide-ranging discussion, Logica's Mike Green describes a mosaic of ways to "seek out a straddle", and reveals new data and analysis to help flesh-out his thesis on the growing importance of systematic passive flows to U.S. stocks. Escape will cancel and close the window. From what I can tell, no one has analyzed the market structures of passive investing more than Mike Green, a partner and the Chief Strategist at Logica Capital Advisers. Some things we mentioned: Jack Bogle’s book. Canal: The Judgment Call Podcast. Show The Derivative, Ep Straddles, SVXY, and (Gamma) Scalping with Logica’s Mike Green - Aug 27, 2020 With a Top Gun-like bio of working with billionaires and big hedge funds, Michael Green is one of the top prospects in the alternative investment game. Vanguard and Blackrock’s lobbying efforts. Share on Facebook Share on Twitter. His proprietary research into the shift from actively managed portfolios and investment funds to systematic passive investment strategies has been presented to the Federal Reserve, the BIS, the IMF and numerous other industry groups and associations. In this wide-ranging discussion Logica’s Mike Green describes a mosaic of ways to “seek out a straddle”, and reveals new data and analysis to help flesh-out his thesis on the growing importance of systematic passive flows to U.S. stocks. Mike Green from Logica Funds has also (frequently) discussed the structural impact of passive investing on the market. Straddles, SVXY, and (Gamma) Scalping with Logica’s Mike Green. #11: Mike Green – The Money MBA Podcast. We talk a good deal about passive investing, a strategy increasingly embraced as simply a better way. (Bloomberg) --To his 50,000 Twitter followers, Michael Green is an acerbic critic of the passive investing boom and the disquieting distortions it has inflicted on the U.S. stock market. Carson cites the excellent work of Mike Green at Logica Funds. Logica is an Investment Advisory Firm that relies on rigorous Research & Education to build thoughtful, risk-managed strategies that achieve well-defined objectives. For nearly 30 years, he has been a student of markets and market structure. Morbi interdum mollis sapien. the gist of it is this … passive indexation and rules based funds have become such a dominant player of the system that they have changed the way the market functions. For Mike, passive indexation is plenty active - there’s a specific decision being made to buy stocks in proportion to their market caps. Mike is a partner at Logica Capital Advisors. These days, he calls on that experience and his proprietary research to educate the public, the Federal Reserve, the BIS, and the IMF about the shift from actively managed portfolios and investment funds to systematic passive investment strategies. Here he’s speaking about it with danielle dimartino booth: the rise & fall of passive investing w mike green – . This is a Williams and Fleck Podcast. Logica does not solicit or make its services available to the general public. Michael Green Wednesday, February 17, 2021 | 12:00 pm EST Passive investing and its Impact on Market Structure Michael Green Logica Capital Advisors Wednesday, March 3rd, 2021 | … as passive strategies continue to gain market share, thiel macro's michael green has been considering the implications. Investing in the Upside Down: Logica’s Michael Green Describes Why Passive Flows Corrupt Market Structure and How to Profit - (EP.16) In this wide-ranging discussion, Logica's Mike Green describes a mosaic of ways to "seek out a straddle", and reveals new data and analysis to help flesh-out his thesis on the growing importance of systematic passive flows to U.S. stocks. The End Game Ep. Published on: December 11th, 2019 • Duration: 76 minutes In a long awaited interview, legendary investor Mike Green joins Real Vision CEO, Raoul Pal, to discuss the corporate credit cycle, the rise of passive indexing, and the consequences of mass baby-boomer retirement. Target Date Funds and their increasing dominance. February 04, 2020. 3 – Mike Green. Today, Mike is Chief Strategist for Logica Capital Advisers and, as usual, he has a lot on his mind. The guest is Michael Green and he talks about how the rise of passive investment vehicles seem to have made the US stock market more prone to extreme boom/bust cycles since around 1995. Bill and Grant welcome a towering intellect in the shape of Mike Green of Logica Advisors, to discuss the role passive investing may have to play in The End Game. When Jack Bogle started the passive investing movement in the 1970s, he had a good idea and the right intentions. Mike Green from Logica Funds has also (frequently) discussed the structural impact of passive investing on the market. Bill and Grant welcome a towering intellect in the shape of Mike Green of Logica Advisors, to discuss the role passive investing may have to play in The End Game. Michael is a very, very smart guy. About the guest: Michael has been a student of … His work on the impact of the growth of passive investing has been presented to the Federal Reserve, the BIS, the IMF and numerous industry groups. Ep. as passive strategies continue to gain market share, thiel macro's michael green has been considering the implications. Michael Green has been a student of markets for nearly 30 years with a particular focus on market structure. Mike Green: Will Passive Investing Cause Stocks To Crash? ... Are we there yet with the passive investing mania? These days, he calls on that experience and his proprietary research to educate the public, the Federal Reserve, the BIS, and the IMF about the shift from actively managed portfolios and investment funds to systematic passive investment strategies. Listen on Apple Podcasts. Message board - Online Community of active, educated investors researching and discussing Stocks. 3 – Mike Green. Mike Green on Passive Flows. Views 3,525. Tip318: the passive investing impact w mike green (business podcast) the anatomy of double digit inflation in the 1970smike green’s company, logica. Mr. Green was previously Chief Strategist and Portfolio Manager with Logica (News - Alert) Capital Advisers, LLC, and has also held senior portfolio management roles … In a wide-ranging discussion that could have lasted the rest of the day, we covered: The passive narrative, and its impact on market … In today’s episode, we are joined by Michael Green, of Logica Capital advisors. The impacts of passive investing are not as well understood as they should be. Green and Bennington discuss commodities, passive investing, and the Fed’s latest FOMC meeting, with Green sharing his outlook on inflation and interest rates. Featuring Michael Green . 3 - Mike Green. Mr. Green was previously Chief Strategist and Portfolio Manager with Logica Capital Advisers, LLC, and has also held senior portfolio … On the afternoon of Election Day, November 3, Mike Green, Portfolio Manager and Chief Strategist at Logica Capital joined us for a live discussion about the growth of passive investing and what it mea... – Listen to BONUS: Volatility and the Election with Mike Green of Logica Capital (Live Recording) by Boxes and Lines instantly on your tablet, phone or browser - no downloads needed. NEW YORK – (BUSINESS WIRE) – Simplify Asset Management (“Simplify”), an innovative provider of options-based Exchange Traded Funds (“ETFs”), today announced that Michael Green has joined the firm as Portfolio Manager and Chief Strategist. The Philippines Securities and Exchange Commission (SEC) has flagged its third cryptocurrency scam t.. Mike formerly ran Thiel Macro, Peter Thiel’s family office macro fund. The Derivative by RCM Alternatives. ... Mike Green of Logica … Are markets about informatio... Programa: The Judgment Call Podcast. Mike Green of Logica Capital kicks off 2021 for Real Vision viewers with this big picture interview taking stock of an eventful 2020 and looking forward to 2021. Bill and Grant welcome a towering intellect in the shape of Mike Green of Logica Advisors, to discuss the role passive investing may have to play in The End Game. Message board - Online Community of active, educated investors researching and discussing Stocks. Please log in or subscribe to continue. Mike Green is the Chief Strategist at Logica Funds and has spent nearly 30 years studying markets. Usually podcasts don’t become a hot topic, so you know this one struck a nerve. Mike Green is a Partner, Chief Strategist at Logica. My interview with Mike started with his back story before we headed straight into Passive Bubble and Extreme Volatility. We talk a good deal about passive investing, a strategy increasingly embraced as simply a better way. Mike is a partner at Logica Capital Advisors. Download. In this … Høreværn Aktive Eller Passive Hvad Bør Du Vælge Icm Safety Youtube. Narratives abound and seem to be more important than ever, and although Green does not downplay the significance of narrative, he helps viewers separate the signal from the noise. 0. Economist Danielle DiMartino Booth sits down with Chief Strategist for Logica Capital Mike Green to talk about the history of the stock market, passive vs active investing and how the stock market works. The End Game Ep. Mike is a partner at Logica Capital Advisors. You may watch this episode on Youtube – #100 Mike Green (The gravitational force of passive investing on capital allocation and geopolitics). Green discusses his thoughts on the effects of passive investing on the markets and the world we live in today. What follows is a good old-fashioned schooling, as Mike outlines the genesis of his work on passive's effect on the markets, the extraordinary influence it has on the world today and the way that's likely to change as we move … ... 1 – Passive Investing (primarily through index funds and target date funds) This has been partially driven by the lobbying efforts of Vanguard and Blackrock, two of the largest passive investment vehicle managers. Mike Green is the Chief Strategist at Logica Funds and has spent nearly 30 years studying markets. Green and Bennington discuss commodities, passive investing, and the Fed’s … In this episode of Infinite Loops we spoke with Michael Green, Partner & Chief Strategist at Logica Capital Advisers. Big Thanks to our Sponsors! Mike Green Passive Investing S Role In The Coronavirus Market Melt Down Prospects For A Melt. Mike Green | Passive Investing's Role in the Coronavirus Market Melt-Down & Prospects for a Melt-Up. by Daniel Wall. Escucha y descarga los episodios de The Judgment Call Podcast gratis. July 6, 2020. This is “ReSolve’s Riffs” – live on Youtube every Friday afternoon to debate the most relevant investment topics of the day. Vanguard and Blackrock’s lobbying efforts. Mike Green of Logica Capital Advisors joins Real Vision senior editor, Ash Bennington, to share his market outlook as U.S. equities yet again reach all-time highs. 00:00:31 How Mike researched and developed his theory of a market bubble in passive investing/ index investing? Before that Mike has worked with Logica Capital Advisers and Thiel Macro. For those unfamiliar, the episode in question is an interview with Grant Williams and Mike Green. We talked with Mike about knowing when and how to monetize your options, what he means when he says a history of markets is a history of transactions, and what he would teach in a one day seminar about the Fed. Add to My Playlist Watch Leter Share Facebook Twitter Google Plus VK OK Reddit Share. In a letter to his investors in July 2018, Chris Cole modelled a market simulation to test the impact of passive investing. Michael Green (via LinkedIn) Quantitative hedge fund Logica Capital has hired Thiel Macro portfolio manager Michael Green as chief strategist and portfolio manager. Michael Green’s Thesis On The Risks To The Market From Passive Investing Johnny Hopkins March 3, 2020 Podcasts Leave a Comment During his recent interview with Tobias, Michael Green, Partner and Chief Strategist at logicafunds discussed his thesis on the risk to the market from passive investing. the gist of it is this … passive indexation and rules based funds have become such a dominant player of the system that they have changed the way the market functions. *Logica refers to Logica Capital Advisers, LLC, an investment adviser registered with the SEC. ReSolve Riffs with Michael Green on Market Reflexivity. How US Retirement Savings Defaulted to Passive Investing. The theory of passive as posited by Bill Sharp, assumes passive investors only wish to partake in the movement of asset prices and thus will hold the market portfolio, consisting of all securities within an entire investible universe (both public and private, which in itself is of course impossible). Bill and Grant welcome a towering intellect in the shape of Mike Green of Logica Advisors, to discuss the role passive investing may have to … The general theory behind passive stems from the efficient market hypothesis, theorizing that current prices of securities reflects all available information (i.e. the market is efficient), and thus active managers are not able to beat the market if they are using publicly available information. April 23, 2021. in Silver as an investment. Tempo de leitura: < 1 minuto. For nearly 30 years, he has been a student of markets and market structure. 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