Episode 142

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Published on:

7th Nov 2022

ReSolve Riffs with Mike Green on the Visible Hand, a Passive Singularity, and Pivoting to Optimism

We have been eagerly waiting for this one for a while! Our friend Mike Green, Chief Strategist and Portfolio Manager at Simplify Asset Management, returned to the podcast this week. Always thought-provoking, Mike journeyed with us through a wide range of topics that included:

  • Why the enthusiasm for central bank intervention is so asymmetric
  • Options trading and the wild swings in Zero Days to Expiration Options (0DTE)
  • Statistical anomalies in the labor market
  • The primary drivers of inflation in the 1970s
  • A comparison between Volcker and Powell
  • Monetary policy as a blunt tool and powerful opioid – numbing investors and delaying reforms
  • Tax arbitrage by big corporations and why they must end
  • A path to political moderation in the US
  • Why tighter monetary policy may be the wrong policy right now
  • A criticism of the Fed – authority, legitimacy, and reach
  • Reasons for underinvestment in US energy production
  • Why the capital allocation process in the US economy is largely broken
  • An update on the recent dynamics of passive investment vehicles
  • Home ownership, nimbyism, and affordability
  • The importance of the Minsky Framework for the current environment
  • “If you’re not doing macro, macro is doing you”
  • And much more

This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management Inc.

 

*ReSolve Global Inc. 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 Inc. is a registered person with the Cayman Islands Monetary Authority.

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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.