The Judgment Call Podcast
#100 Mike Green (The gravitational force of passive investing on capital allocation and geopolitics)
00:00:31 How Mike researched and developed his theor...
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Jul 21 2021 1h 44m
Chapter 1 7 mins
How Mike researched and developed his theory of a market bubble in passive investing/ index investing? Are markets about information or transactions?Chapter 2 5 mins
Is the bubble of investing just a (bigger) change of the NIFTY fifty or the NASDAQ bubble in the 2000's?Chapter 3 5 mins
Does Mike's theory of passive investing predict higher volatility due to the changes in market structure?Chapter 4 7 mins
Is our low productivity growth linked to inefficient capital allocation due to passive investing skewing investments? Is the Fed to blame for the asset bubbles?Chapter 5 4 mins
Is the Fed's own forecast model broken now that markets follow a flow model much more than a valuation model?Chapter 6 8 mins
Is our retirement model the problem or the solution? Is a future crash inevitable? Is the small enterprise dead forever?Chapter 7 8 mins
How should contrarian investors position themselves? How committed can one be to an 'impending bubble'?Chapter 8 7 mins
What is America's contribution to the world? Does China now have the better approach to capitalism? Can we ever come up with companies that do things cheap and better (instead of just better)?Chapter 9 5 mins
Are societal changes solely to blame for changes in productivity growth?Chapter 10 7 mins
Can longevity research (and the ability to live forever) change how the world will grow?Chapter 11 12 mins
Should we always be 'smart investors' or is 'going with the crowd' often better? What are the dilemmas of the contrarian or cataclysmic investor? How do high profile investors deal with this?Chapter 12 5 mins
What other bubbles does Mike see in today's market and how can retail investors trade against such a bubble formation (if they choose to do so)?Chapter 13 17 mins
Will China start a hot war in Asia in the next 15 years? Will trade (and China's trading partners) matter? How is the chess board stacked towards such a war. What are China's incentives?