Is Passive Investing Creating a Bubble?

  • Written by David
  • December 28, 2020 at 6:23 pm
  • 0
  • Mike Green, a well-known industry observer of the passive index investment problems, speaks with Fed insider Danielle DiMartino Booth; the two discuss these issues in depth.
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    If you invest in a 401(k) style retirement plan, there is over an 80% probability that you invest in passive investments. This interview will enlighten you on the pitfalls of today’s passive investing arena.

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    About the speakers: (bio source here..
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    Economist Danielle DiMartino Booth sits down with Chief Strategist for Logica Capital Mike Green to talk about the stock market’s history, passive vs. active investing, and how it works.
    About the guest: Michael has been a student of markets and market structure, for nearly 30 years. 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. Michael joined Logica in January 2020 after serving as portfolio manager for Thiel Macro, LLC, an investment firm that manages the personal capital of Peter Thiel. Prior to Thiel, Michael founded Ice Farm Capital, a discretionary global macro hedge fund seeded by Soros Family Management. From 2006-2014, Michael founded and managed the New York office of Canyon Capital Advisors, a $23B multi-strategy hedge fund based in Los Angeles, CA, where he established their global macro strategies, managing in excess of $5B of exposure across equity, credit, FX, commodity and derivative markets. In addition to his work as a market theorist and portfolio manager, Michael has been noted for his work as a public speaker and financial media participant. He is a graduate of the Wharton School at the University of Pennsylvania and a CFA holder. 
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    About the host: Danielle DiMartino Booth is a Founder & CEO of Quill Intelligence, DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally. A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), has a column on Bloomberg View, is a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Contact Danielle: Twitter: https://twitter.com/DiMartinoBooth

 

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