Daily Briefing – July 31, 2020 – Passive Investing Is A Misnomer: Mike Green
Mike Green gives an update on the passive indexation, ETF and mutual fund outflows, and why he thinks there could be some market turmoil coming.
Real Vision: Finance & Investing · Real Vision Podcast Network
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Show Notes
Senior editor Ash Bennington hosts Real Vision favorite Mike Green of Logica Capital Advisors. Mike Green gives a strategic update on the markets, and, through the lens of his renowned critique of passive investing, analyzes flow data on ETFs and mutual funds to conclude that the markets could be due for some turmoil in the coming months. Green and Bennington also discuss today’s interview with Green and Rob Arnott, one of the world’s leading quantitative investors. Green also shares his views on "volmaggedon" and the similarities between short-vol and bonds. In the intro, Jack reviews recent FAANG earnings and gives a preview of Jason Buck’s three-part “Ahead of the Curve,” a deep-dive into volatility featuring interviews with Chris Cole, Jerry Haworth, and Bastian Bolesta.
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