Episode 32

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Published on:

24th Aug 2020

ReSolve Riffs with Michael Green on Market Reflexivity

This is “ReSolve’s Riffs” – live on Youtube every Friday afternoon to debate the most relevant investment topics of the day.

His hypothesis on the adverse effects of passive investments in market behavior has catapulted him into the spotlight, but that’s just the tip of the iceberg. Earlier this year he became one of our most popular podcast guests; this time Mike Green (Logica Capital) returned with guns blazing. In a less formal and less constrained happy hour conversation, we discussed:

  • Logica’s long-volatility strategy and use of options for different exposures
  • What an end game might look like if the drive towards passive continues unabated
  • Inflation, interest-rates and MMT
  • How Buffett sometimes plays a version of liar’s poker with the market
  • Covid, the economy and a possible paradigm shift
  • A golden age for impostors and the benefits of being too big to fail

The conversation branched into demographics, philosophy and history, including a re-examination of the 1970’s stagflation – for which Mike offered an alternate interpretation (and broke an icon or two along the way).

Thank you for watching and listening. See you next week.

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About the Podcast

Resolve Riffs Investment Podcast
Welcome to ReSolve Riffs Investment Podcast, hosted by the team at ReSolve Global*, where evidence inspires confidence.
These podcasts will dig deep to uncover investment truths and life hacks you won’t find in the mainstream media, covering topics that appeal to left-brained robots, right-brained poets and everyone in between. In this show we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach excellence. Welcome to the journey.

*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.