Podcast appearances and mentions of Michael Green

We've all attended offsite events that fell flat — low turnout, awkward vibes, and missed opportunities. So how do you make sure your offsite event actually works?In this episode of Trade University, Jim welcomes food and wine expert Michael Green to break down how to create unforgettable offsite experiences that drive real connections and reinforce your brand. From crafting immersive experiences like Italy in a Glass to simple yet impactful tips like offering Uber vouchers and themed follow-up emails, this conversation is packed with practical advice.

What if the hardest part of investing isn't building a portfolio—but sticking to it? In this AMA edition of the Rational Reminder podcast, Ben Felix and Dan Bortolotti tackle listener questions ranging from sustainable retirement withdrawals to the dangers of structured products, with plenty of philosophical insights on risk, behavior, and financial planning. The episode opens with a deep dive into the 4% rule, exploring how time horizon, asset allocation, and global data can shift the definition of “safe.” They also explore the behavioral challenges of the “boring middle” of investing and why consistency may be the greatest alpha. Other standout segments include a sharp critique of bank-sold structured notes, an evidence-based takedown of trend following, and a fascinating discussion on the long-term impact of demographic shifts and index investing. Throughout, Ben and Dan blend technical insight with practical wisdom and academic research, delivering a thoughtful and entertaining conversation for both DIY investors and those working with advisors.   Key Points From This Episode: (0:01:07) What the latest data says about safe withdrawal rates, especially for early retirees with 100% equity exposure. (0:08:45) How variable vs. fixed withdrawals affect outcomes—and the trade-offs retirees must consider. (0:17:01) The behavioral risks of the “boring middle” and how automation or advice helps investors stay disciplined. (0:26:13) Reflections on market crashes—why hindsight downplays the emotional reality of volatility. (0:33:27) Commission conflicts: Why bank advisors push structured notes and the incentives behind them. (0:44:22) Education vs. malice: Are bad financial advisors untrained, conflicted, or both? (0:49:08) Are structured notes ever justified? (Spoiler: very rarely.) (0:56:44) Trend following: Legitimate strategy or fancy market timing? Examining the live track records. (1:02:52) Diversifying your life like a portfolio: Applying the PERMA model to personal growth. (1:10:18) The one use of leverage that actually makes sense—and why most others don't. (1:14:20) Will aging demographics crash ETF markets? What the data and theory suggest. (1:19:02) Why even complex macro trends don't justify deviating from a simple, low-cost investment plan.   Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemind Rational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.ca Benjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Dan Bortolotti — https://pwlcapital.com/our-team/ Dan Bortolotti on LinkedIn — https://ca.linkedin.com/in/dan-bortolotti-8a482310 Episode 261: Felix Fattinger - https://rationalreminder.ca/podcast/261 Episode 314: Valentin Haddad - https://rationalreminder.ca/podcast/314 Episode 302: Michael Green - https://rationalreminder.ca/podcast/302 Episode 222: Cassie Holmes - https://rationalreminder.ca/podcast/222 Episode 278: Juhani Linnainmaa - https://rationalreminder.ca/podcast/278 Episode 212: Ralph S.J. Koijen - https://rationalreminder.ca/podcast/212 Episode 322: Marco Sammon — https://rationalreminder.ca/podcast/322Marco Sammon  

Jacob Aiken-Phillips and Michael Green give their takeaways from the May Retail Sales report. Michael thinks a lot of demand from China was pulled forward, showing up in strength in furniture and other areas. He thinks people are ignoring the weakening labor market and that tariffs are a “tax on consumption.” He's also wary of student loan repayments restarting. Jacob notes that control group numbers were strong but doesn't think we've seen the full impact of tariff prices yet. He likes Costco (COST) and Walmart (WMT) in this environment.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Jun 11, 2025 – What if the very structure of modern investing—passively funneling trillions into markets—is silently engineering a financial crisis worse than the 2000 tech bubble? In this compelling interview, Michael Green, Chief Strategist...

COVID-era programs that concealed credit reporting and scoring are expiring. Mortgage credit specialist John Comiskey joins Michael Green and Harley Bassman to reveal what has been swept under the rug.For more information, https://www.simplify.us. Questions about the content discussed in this video? Please contact info@simplify.us.Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Simplify Asset Management Inc. and its representatives are properly licensed or exempt from licensure. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This content is not intended to provide investment, tax, or legal advice. This content is solely for informational purposes and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. These materials are made available on an “as is” basis, without representation or warranty. The information contained in these materials has been obtained from sources that Simplify Asset Management Inc. believes to be reliable, but accuracy and completeness are not guaranteed. This information is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Neither the author nor Simplify Asset Management Inc. undertakes to advise you of any changes in the views expressed herein.

Michael Green throws cold water onto market positivity. In bonds, he talks about why buying at rates of 4.5% is about much more than the number itself. He also shares skepticism on Bitcoin's all-time high rally, noting that institutional interest isn't all the cryptocurrency needs to thrive. Michael adds that the rally in equities only depends on "the time of day" and can reverse at any moment.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Send us a textCurious about how a tech leader's vision can redefine business operations and drive innovation? In this episode of Exchanges, a podcast by Hitachi Solutions, host Matt Volke sits down with Alex Rigaud, Vice President of Incubation Solutions, to explore his strategic vision after reaching 100 days with the company—a must-listen for anyone interested in the future of data, AI, and industry-specific solutions.You'll also hear firsthand insights from Dr. Michael Green, Director of Product Management, who delves into the Hitachi Solutions Empower Data Platform and its role in transforming data management. Nonika Bajaj, Industry Cloud Practice Lead, shares how Engage solutions are tailored to accelerate implementation across various sectors, and Stuart Morris, Director of R&D, talks about the latest AI advancements and their impact on business processes.Here's why you should tune in:Discover how Alex Rigaud's leadership is shaping the future of innovation at Hitachi Solutions, fostering collaboration and driving strategic initiatives.Learn about the Empower Data Platform's capabilities in centralizing data and enabling advanced analytics and AI for unparalleled business insights.Explore the Engage suite's industry-specific solutions designed to provide exceptional value and accelerate business transformation.Understand the role of AI and agentic solutions in managing data efficiently and extracting meaningful insights for strategic decision-making.Get a behind-the-scenes look at how Hitachi Solutions is leveraging technology to redefine business operations and create value for customers.If you want to stay ahead in the tech innovation space, this episode is packed with expert perspectives, actionable advice, and stories from the front lines of Hitachi Solutions' journey. Don't miss it!global.hitachi-solutions.com

Asian currencies look poised to benefit from a favorable mix of lower US Treasury yields, softer oil prices, and sustained downward pressure on the greenback. A cautious outlook from Walmart underscores lingering vulnerabilities that may cap gains in US assets. Stateside, traders priced in two Federal Reserve rate cuts this year. Shares in South Korea and Australia climbed early Friday, while Japan's were mixed. US futures inched higher after the S&P 500 rose 0.4% Thursday. JPMorgan Chase CEO Jamie Dimon says recession remains a possibility as tariff fallout continues to buffet global economies. We break down the day's market action with Michael Green, Chief Strategist at Simplify Asset Management. Plus - we'll get earnings from Chinese EV maker XPeng in the week ahead. Linda Lew, China Autos Reporter for Bloomberg News, joins for a preview.See omnystudio.com/listener for privacy information.

Brad Setser shares his detective skills with Michael Green and guest host Christopher Getter, Portfolio Manager and Emerging Markets Strategist. For more information, https://www.simplify.us. Questions about the content discussed in this video? Please contact info@simplify.us.Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Simplify Asset Management Inc. and its representatives are properly licensed or exempt from licensure. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This content is not intended to provide investment, tax, or legal advice. This content is solely for informational purposes and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. These materials are made available on an “as is” basis, without representation or warranty. The information contained in these materials has been obtained from sources that Simplify Asset Management Inc. believes to be reliable, but accuracy and completeness are not guaranteed. This information is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Neither the author nor Simplify Asset Management Inc. undertakes to advise you of any changes in the views expressed herein.

Ken Trahan and Michael Green talk faith and sports.

Handelsbanken tillhör dagens rapportvinnare – hör vd:n Michael Green om potentialen framåt. Desto sämre går det för nätcasinobolaget Evolution - vi pratar med förvaltaren Marlon Värnik om rapporten. Viaplays föredetta vd Anders Jensen gör sin första intervju efter bolagets krasch. Programledare: Madeleine Lundberg.

Danny is joined by Michael Green, Chief Strategist for Simplify Asset Management. The conversation spans various pivotal moments including the 1987 stock market crash, the 'Big Short' trade during the 2008 financial crisis, and his insights as a portfolio manager at firms like Canyon Partners and Soros Fund Management. Michael also discusses his current role at Simplify Asset Management, where he leverages both active and passive investment strategies. The discussion delves into the dynamics of market flows, the implications of passive investing, and the critical role of market structure in understanding economic shifts. Michael's perspectives on gold, Bitcoin, and the future impacts of artificial intelligence on the economy round out this comprehensive dialogue. -- ABOUT THE SHOW For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners. Follow Danny on X: @dmoses34 The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

In this episode, Dr. Victor Cha and Dr. Michael Green discussed U.S.-ROK-Japan trilateral cooperation, the Trump administration's strategy for the Indo-Pacific, and more.

John Toohig of Raymond James joins Michael Green and Harley Bassman to discuss insights from the frontlines of credit markets.For more information, https://www.simplify.us. Questions about the content discussed in this video? Please contact info@simplify.us.Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Simplify Asset Management Inc. and its representatives are properly licensed or exempt from licensure. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This content is not intended to provide investment, tax, or legal advice. This content is solely for informational purposes and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. These materials are made available on an “as is” basis, without representation or warranty. The information contained in these materials has been obtained from sources that Simplify Asset Management Inc. believes to be reliable, but accuracy and completeness are not guaranteed. This information is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Neither the author nor Simplify Asset Management Inc. undertakes to advise you of any changes in the views expressed herein.

Morningstar's Preston Caldwell considers the latest JOLTS figure uneventful, citing lagging data and signs of balance through February. He sees a "healthy jobs market" heading into Friday's employment data. Michael Green doesn't agree, pointing to a layoff surge and weaker hiring numbers as warning signs. He says large employers are cutting back due to macro uncertainties.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Michael Green of Simplify Asset Management joins us to explore the impact of passive investing, highlighting how passive strategies, especially those involving ETFs and 401(k)s, influence market behavior. We discussed the surprising resilience of US and European markets, despite underlying economic stress and uncertainties.We also discussed Europe's economic outlook and strategies, including potential capital controls, and examined the differences between the U.S. and European business cycles.#civilwar #Economy #geopolitics ---------------------

Michael Green offers immediate reaction to the Fed's decision for keeping interest rates unchanged in March. He weighs how much impact the markets should have on Fed Chair Jerome Powell to improve conditions. Michael turns to inflation and employment expectations as a metric and key phrases investors should listen for.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Send us a text#FabCon Pre-event Primer with Data Experts Dr Michael Green and Alexandre Crespo-PerezData experts Dr. Michael Green (Hitachi Solutions Empower Data Platform) and Alexandre Crespo-Perez (Industry Data Expert) discuss AI adoption, data management challenges, and upcoming Microsoft Fabric innovations. Key points include the gap between AI experimentation and enterprise readiness, the need for unified data platforms, and advancements in real-time intelligence and AI-powered analytics.Top takeaways:85% of organizations use generative AI, but only 22% feel their systems can fully support itUnified data platforms are crucial for simplifying data management and analyticsReal-time intelligence is becoming increasingly important for decision-makingCustom AI chatbots can now query structured and unstructured data for insightsWhat's in it for you:Attend FabCon in Las Vegas March 31 - April 2 to explore cutting-edge data solutions that can streamline your operations, enhance decision-making, and unlock the full potential of AI in your organization. Don't miss this opportunity to stay ahead in the rapidly evolving world of data and AI. Find Us at FabCon!You will find Dr Michael Green and Alexandre Crespo-Perez along with our entire FabCon Data on-site team at Hitachi Solutions Booth #412!global.hitachi-solutions.com

Couch Potato Theater: Be Kind & Rewind - Green Lantern (2011) Watch: Fandom Podcast Network YouTube Channel Link: https://www.youtube.com/@FandomPodcastNetwork Listen: Fandom Podcast Network Audio Podcast Link: https://fpnet.podbean.com/category/couch-potato-theater Welcome to Couch Potato Theater here on the Fandom Podcast Network. Fandom Podcast Network co-founders Kyle and Kevin welcome back special guest, and one of the original FPN co-founders... Norman! Norman came to us with an excellent idea and twist to Couch Potato Theater. Couch Potato Theater is where we celebrate our favorite movies.... usually. But on this special edition of Couch Potato Theater we look back at films that maybe we, or the public opinion originally didn't like! But now, we may have a different opinion, welcome to Couch Potato Theater: Be Kind & Rewind - Green Lantern (2011). Green Lantern is a 2011 American superhero film directed by Martin Campbell, from a screenplay by Greg Berlanti, Michael Green, Marc Guggenheim, and Michael Goldenberg. Ryan Reynolds stars as Hal Jordan / Green Lantern, a test pilot who is selected to become the first human member of the Green Lantern Corps, an intergalactic police force. He is given a ring that grants him superpowers and must confront Parallax, a being who threatens to upset the balance of power in the universe. The film also stars Blake Lively, Peter Sarsgaard, Mark Strong, Angela Bassett, and Tim Robbins. Green Lantern was released in the United States on June 17, 2011, by Warner Bros. Pictures. The film received generally negative reviews from critics for its script, tone, visual effects, and unfaithfulness to the source material, and underperformed at the box office, grossing $237 million against a production budget of $200 million. It was also originally intended to start a film franchise based on DC characters. However, due to the film's critical and commercial disappointment, Warner Bros. scrapped plans for a sequel. Fandom Podcast Network Contact Information - - Fandom Podcast Network YouTube Channel:  https://www.youtube.com/c/FandomPodcastNetwork - Master feed for all FPNet Audio Podcasts: http://fpnet.podbean.com/ - Couch Potato Theater Audio Podcast Master Feed: https://fpnet.podbean.com/category/couch-potato-theater - Facebook: https://www.facebook.com/Fandompodcastnetwork - Email: fandompodcastnetwork@gmail.com - Instagram: https://www.instagram.com/fandompodcastnetwork/ - X: @fanpodnetwork / https://twitter.com/fanpodnetwork -Bluesky: @fanpodnetwork / https://bsky.app/profile/fanpodnetwork.bsky.social Host & Guest Contact Info: - Kyle Wagner on X: @AKyleW / Instagram & Threads: @Akylefandom / @akyleW on Discord / @Ksport16: Letterboxd / Blue Sky: @akylew - Kevin Reitzel on X / Instagram / Threads / Discord & Letterboxd: @spartan_phoenix / Bluesky: @spartanphoenix Guest: Norman Lao on Bluesky: @laongelizard / website: https://www.missionlogpodcast.com/ #CouchPotatoTheater #FandomPodcastNetwork #FPNet #FPN #CPT #BeKindRewind #GreenLantern #GreenLantern2011 #GreenLanternMovie #Martin Campbell #RyanReynolds  #HalJordan #BlakeLively #PeterSarsgaard #MarkStrong #AngelaBassett #TimRobbins #GreenLanternCorps #Parallax #GregBerlanti #MichaelGreen #MarcGuggenheim #MichaelGoldenberg #JamesNewtonHoward #GuyGardner  #NathanFillion #KevinReitzel #KyleWagner #NormanLao

Michael Green and Harley Bassman are joined by global macro expert Michael Howell to discuss the state of liquidity.For more information, https://www.simplify.us. Questions about the content discussed in this video? Please contact info@simplify.us.Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Simplify Asset Management Inc. and its representatives are properly licensed or exempt from licensure. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This content is not intended to provide investment, tax, or legal advice. This content is solely for informational purposes and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. These materials are made available on an “as is” basis, without representation or warranty. The information contained in these materials has been obtained from sources that Simplify Asset Management Inc. believes to be reliable, but accuracy and completeness are not guaranteed. This information is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Neither the author nor Simplify Asset Management Inc. undertakes to advise you of any changes in the views expressed herein.

Are index funds the best investment strategy for most investors? In this episode of Rational Reminder, Benjamin Felix, Dan Bortolotti, and Mark McGrath explore why low-cost index funds should be the primary investment strategy for most people. They explain how index funds evolved from a niche concept to a widely accepted strategy and outline their six key benefits. Learn about the fees associated with index funds, why index funds outperform most actively managed funds, and how to avoid the risks of picking individual stocks. They also explore academic research on long-term mutual fund performance, the persistence (or lack thereof) in active management, and the dangers of alternative indexing schemes. Discover how behaviour impacts investment decisions and why a globally diversified portfolio is crucial. Finally, in the aftershow, Ben shares an update regarding his health and listener feedback from the Rational Reminder community. Join the conversation and uncover why index funds are the best investment strategy and how to leverage them effectively to maximize your portfolio for long-term gains. Tune in now!   Key Points From This Episode:   (0:01:58) Outline of today's topic and why index funds should be everyone's main investment strategy. (0:05:10) Index fund fundamentals, market cap weighting, and why not all ETFs are index funds.  (0:10:03) Learn about the transition of index funds into mainstream finance and their low-fee advantages. (0:13:30) Linking fees to index performance and why lower fees gives them an advantage over managed funds. (0:19:50) The general awareness about index funds and what impact the lack of diversification has on actively managed funds. (0:26:35) Explore critical research comparing the returns on investment between index funds and actively managed funds. (0:33:32) Unpack why the size of the active management industry matters and common misconceptions surrounding the long-term returns of mutual funds. (0:42:26) Discover why some fund managers do well and how sector-specific performance influences stock returns. (0:48:28) Unpack why average returns are better than beating the market and what makes index funds tax efficient.  (0:51:08) Find out what makes index funds easy to use and how this results in higher returns in the long term.  (0:55:25) How index funds are consistent with foundational finance theory and why thematic ETFs and sector-specific index funds should be avoided. (1:05:40) The aftershow: Ben shares a personal health update, Rational Reminder news, and a request for listener AMA questions.   Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Mark McGrath on LinkedIn — https://www.linkedin.com/in/markmcgrathcfp/ Mark McGrath on X — https://x.com/MarkMcGrathCFP Dan Bortolotti — https://pwlcapital.com/our-team/ Dan Bortolotti on LinkedIn — https://www.linkedin.com/in/dan-bortolotti-8a482310/ Canadian Couch Potato Blog — https://canadiancouchpotato.com/ Canadian Couch Potato Podcast — https://canadiancouchpotato.com/podcast/ Episode 54: Dr. David Blitzer — https://rationalreminder.ca/podcast/54 Episode 124: Prof. Lubos Pastor — https://rationalreminder.ca/podcast/124 Episode 133: Adriana Robertson — https://rationalreminder.ca/podcast/133 Episode 220: Jonathan Berk and Jules van Binsbergen — https://rationalreminder.ca/podcast/220 Episode 244: Charles D. Ellis — https://rationalreminder.ca/podcast/244 Episode 268: Itzhak Ben-David — https://rationalreminder.ca/podcast/268 Episode 302: Michael Green — https://rationalreminder.ca/podcast/302 Episode 346: Hendrik Bessembinder — https://rationalreminder.ca/podcast/346 Coffeezilla — https://www.youtube.com/@Coffeezilla Coffeezilla: Investing for Idiots — https://www.youtube.com/watch?v=hoGm61I52YQ YCharts — https://ycharts.com/   Papers From Today's Episode:    'The Arithmetic of Active Management' — https://www.tandfonline.com/doi/pdf/10.2469/faj.v47.n1.7 'Sharpening Sharpe's Arithmetic' — https://www.tandfonline.com/doi/full/10.2469/faj.v74.n1.4 'Mutual Fund Flows and Performance in Rational Markets' — https://www.journals.uchicago.edu/doi/abs/10.1086/424739 'Why Indexing Works' — https://onlinelibrary.wiley.com/doi/abs/10.1002/asmb.2271 'Long-Term Shareholder Returns: Evidence from 64,000 Global Stocks' — https://www.tandfonline.com/doi/abs/10.1080/0015198X.2023.2188870 'The Performance of Mutual Funds in the Period 1945-1964' — https://www.jstor.org/stable/2325404 'On Persistence in Mutual Fund Performance' — https://doi.org/10.1111/j.1540-6261.1997.tb03808.x 'Capital Asset Prices: A Theory of Market Equilibrium Under Conditions of Risk' — https://onlinelibrary.wiley.com/doi/full/10.1111/j.1540-6261.1964.tb02865.x 'Passive in name only: Delegated management and index investing' — https://heinonline.org/HOL/LandingPage?handle=hein.journals/yjor36&div=20&id=&page=

Michael Green is an extraordinarily successful investor and the most renowned and influential critic of passive investing. In this episode, he shares his perspective on the distortions caused by passive investing and what individual investors should be aware of. Serenis è il partner di The Bull per il tuo benessere mentale e fisico: un centro medico autorizzato che tramite la sua piattaforma digitale offre percorsi di psicoterapia, nutrizione e coaching online con oltre 1600 professionisti in tutta Italia con in media 13 anni di esperienza.  E lo fa con una missione: rendere accessibile il benessere mentale e fisico affrontando gli ostacoli economici, tecnologici, sociali e culturali che allontanano le persone dal prendersi cura di se stessi. Puoi iniziare un percorso su Serenis per prenderti cura del tuo benessere mentale a un prezzo convenzionato a questo link (#adv). =============================================== Naviga in totale sicurezza con NordVPN Investi con Fineco, 60 trade gratis nei primi tre mesi con il codice TRD060-TB. Investi con Scalable in azioni e ETF a prezzi imbattibili Migliaia di audiolibri riassunti in 15 minuti con 4Books. L'Assicurazione sulla Vita semplice e conveniente: Turtleneck. I link sono sponsorizzati e l'Autore potrebbe percepire una commissione. =============================================== ATTENZIONE: I contenuti di questo canale hanno esclusivamente finalità di informare e intrattenere. Le informazioni fornite sul canale hanno valore indicativo e non sono complete circa le caratteristiche dei prodotti menzionati. Chiunque ne faccia uso per fini diversi da quelli puramente informativi cui sono destinati, se ne assume la piena responsabilità. Tutti i riferimenti a singoli strumenti finanziari non devono essere intesi come attività di consulenza in materia di investimenti, né come invito all'acquisto dei prodotti o servizi menzionati. Investire comporta il rischio di perdere il proprio capitale. Investi solo se sei consapevole dei rischi che stai correndo. Learn more about your ad choices. Visit megaphone.fm/adchoices

Investi con Fineco, 60 trade gratis nei primi tre mesi con il codice TRD060-TB(#adv). Michael Green è un investitore di straordinario successo, nonché il più celebre e influente critico dell'investimento passivo. In questo episodio ci spiega il suo punto di vista sulle distorsioni create dall'investimento passivo e ciò di cui il singolo investitore dovrebbe prendere consapevolezza. Serenis è il partner di The Bull per il tuo benessere mentale e fisico: un centro medico autorizzato che tramite la sua piattaforma digitale offre percorsi di psicoterapia, nutrizione e coaching online con oltre 1600 professionisti in tutta Italia con in media 13 anni di esperienza.  E lo fa con una missione: rendere accessibile il benessere mentale e fisico affrontando gli ostacoli economici, tecnologici, sociali e culturali che allontanano le persone dal prendersi cura di se stessi. Puoi iniziare un percorso su Serenis per prenderti cura del tuo benessere mentale a un prezzo convenzionato a questo link (#adv). =============================================== Naviga in totale sicurezza con NordVPN Investi con Scalable in azioni e ETF a prezzi imbattibili. Migliaia di audiolibri riassunti in 15 minuti con 4Books. L'Assicurazione sulla Vita semplice e conveniente: Turtleneck. I link sono sponsorizzati e l'Autore potrebbe percepire una commissione. =============================================== ATTENZIONE: I contenuti di questo canale hanno esclusivamente finalità di informare e intrattenere. Le informazioni fornite sul canale hanno valore indicativo e non sono complete circa le caratteristiche dei prodotti menzionati. Chiunque ne faccia uso per fini diversi da quelli puramente informativi cui sono destinati, se ne assume la piena responsabilità. Tutti i riferimenti a singoli strumenti finanziari non devono essere intesi come attività di consulenza in materia di investimenti, né come invito all'acquisto dei prodotti o servizi menzionati. Investire comporta il rischio di perdere il proprio capitale. Investi solo se sei consapevole dei rischi che stai correndo. Learn more about your ad choices. Visit megaphone.fm/adchoices

Christian Disciple and Evangelism (Part 2) Right mouse click or tap here to save/download this as a MP3 file But you, keep your head in all situations, endure hardship, do the work of an evangelist, discharge all the duties of your ministry. 2 Timothy 4v5 Dealing with Evangelism All Christian Disciples are called to do the work of evangelism. Not everyone will be an evangelist, yet we are called to tell and show others about Jesus – that is evangelism. a. Overcoming barriers. There are at least six main reasons why Christian Disciples do not evangelise: · Do not know the bible well enough to answer questions · Entire friends are already Christian Disciples · Testimony is perceived to be dull and tedious · Others will wonder what took you so long, if you evangelise them now · Don't know if my friends are true Christian Disciples or not · There is no easy way to tell the Gospel Christian Disciples overcoming these hindrances, are then liberated to evangelise their local community. b. Early starters! New believers were actively encouraged to evangelise from the time of their conversion. There seems as if there was not a two step process of conversion and then later undergoing evangelism training. More likely, that they gained perceptions about evangelism, whilst they were being evangelised. Evangelism is to be what a Christian Disciple is, rather than an activity that a Christian Disciple engages in. c. Changing perceptions! The approach to evangelism has changed over the last few years. As Christian Disciples, it is the job of all Christian Disciples to evangelise and witness about Jesus, using the skills and perceptions they inherently hold. We are not to leave it up the Billy Graham’s and Luis Palau’s of this world. There is not just one style of evangelism. Interpersonal, invitational, serving, testimonial intellectual or confrontational styles are available for churches and Christian Disciples to use. An Christian Disciple's use of any or all of these styles would be dependent on their own personality, talents and skills. d. Lead by example! New Testament church leaders led by example, and actively persuaded others to do as they did. Paul commanded that the Corinthian church follow him as he imitated Jesus (1 Corinthians 11v1) This is a model imbued with dynamism, by which others can go on doing the work in their own way, without relying upon the church leaders! e. Lead by teaching! As evangelism is prayed about, activated upon, discussed and enacted, Christian Disciples undergo evangelism training, even if they aren't aware of it at the time. A good method is for training to be given, not just as a one off exercise but throughout the year. The reason for this, is so that every member has an opportunity to undergo some formal training when it is convenient for them as they see the leadership committed to evangelistic training! This training needs to be promoted from the front, so that every member can see the seriousness that the leadership think about evangelism. Bill Hybels recommends that every member of his church undergo evangelism training every two years!. f. Neither powerless or alone! The main lesson for Christian Disciples to learn, is that evangelism can only truly be effective when undertaken under an umbrella of prayer and the work of the Holy Spirit. It is the Holy Spirit's power and authority, which allows the skills and talents of all people to be used as effective Gospel messengers. As Christian Disciples we need to continue reminding ourselves that it is Jesus Christ who is building the church, and that with the Holy Spirit's power, we are neither alone nor powerless! After all, He is a Holy Spirit of evangelism. That is why as Christian Disciples, we need not fear the supposed rise of fundamental atheism or any other religion or –“ism”. We have the power of the Living God within us, to equip and use us for His glory and mission. People may be able to remove the supposed ‘spirit of Christmas’ from schools and other government buildings, but they can never take away the Spirit of Christ that indwells all Christian disciples. g. Innovative evangelism! Not only would this make it new for the congregation, but possibly add an element of excitement, particularly if old evangelistic methods are being employed, and seemingly ineffective. Some ideas such as, having a prayer stall at the local market, or taking over a vacant shop on the high street for the explicit purpose of praying for people. The church could offer the use of its website as a local community forum, or 'virtual local community hall, for community notices. Another way would be to hold internet-based events and/or forums, so that those who are housebound or are part of what some call the Internet Generation, have a platform to converse and discover about Christianity, particular for their youth and student work. Rightly or wrongly, the truth is that people are gathering like that, and discussing Christian issues. New methods also can be seen as making use of every opportunity, or as Michael Green puts it “godly opportunism”. When in Corinth, despite his nervousness and worries, Paul knew God was in control (Acts18v10) and that’s why he stayed a further 18 months following his vision where God promised protection, security and companionship (Acts18v11). Paul endured in the face of opposition (Acts18v12-16). The Jews went to the Roman proconsul Gallio, complaining that Paul had started a new religion, for starting new religions was forbidden under Roman law. Anything that was a religion before the Romans assimilated was seen as a legitimate religion ie Judaism. Gallio however dismissed the Jewish case as mere internal bickering about minor details, and kicked the case out of court as it were. In doing so, Gallio had now made Christianity a legitimate religion within the Roman Empire, and this is why Paul stayed in Corinth a good deal longer (Acts18v18). Paul did not succumb to the temptations around him, because he only sought one thing – to declare “Jesus and Him crucified” (1 Corinthians 2v2). Perhaps that is how Paul won Sosthenes for Jesus Christ, as we read in 1 Corinthians 1v1, how he was travelling with Paul at the time of writing. The world around likes to play clever tricks with us, just as the Jews did with Paul in Corinth. But we are to be, as Jesus commanded in Matthew 10v16, “shrewd as snakes and harmless as doves.” We are to stay faithful to Jesus and sometimes it is difficult! It means staying faithful to Jesus and His will, regardless of opposition and alternatives. By doing this we endure and remain faithful to Him. For more to think about please do read 1 Thessalonians 1v3-10, ask yourself the following questions, writing them down if you can, and see how you respond or react to them. Then why not share your answers with your spouse or a close friend, so that you can pray over any issues together. Q1. What are the barriers that you need to overcome in order for you to evangelise? Q2. Are you enduring and being persistent in your Christian lifestyle and evangelism? Q3. How am I as a Christian Disciple, living a life that is shrewd like a snake and harmless as a dove? Right mouse click or tap here to save/download this as a MP3 file

Michael Green and Chuck Lieberman discuss recent economic data with an emphasis on inflation. They note that services are the larger component of the U.S. economy, so today's manufacturing data isn't necessarily representative of the whole ship. However, the California wildfires and other factors could cloud upcoming data.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Here is the conclusion of my conversation with Mike. Enjoy!!

My guest this week is Michael Green. He is a former Green Beret and founder/owner of Green Ops. If you've listened in the past, you know this conversation is going to run the gamut. Enjoy! https://www.green-ops.com/ https://linkliberator.com/@casualshooterpodcast?fbclid=PAZXh0bgNhZW0CMTEAAabt9_7f_GsgwI1q-dSH8vnsegJBJIUEsRBlRQJVZdidZUPiDAGIJ0YptZo_aem_o8Yd4l0DHiIib2jwUOattA

What if the key to successful investing is about understanding how market expectations, intangible assets, and even your own biases shape the outcome? In this episode, Cameron sits down with Michael Mauboussin, a renowned expert in investment strategies and behavioural finance, to explore how the evolving dynamics of investing influence valuation, investor decision-making, and market efficiency. Michael is the head of Consilient Research at Counterpoint Global, part of Morgan Stanley Investment Management, and an adjunct professor at Columbia Business School, where he teaches courses on investing and decision-making. His work focuses on behavioural biases, skill versus luck, complex adaptive systems, and valuation. In our conversation, we discuss the core principles of equity investing, unpack the evolution of intangible assets, and explore how market dynamics are influenced by index funds. You'll learn about capital allocation strategies, the shifting landscape of private equity, accounting challenges with intangibles, and how traditional investment frameworks are being redefined. Michael also provides insight into the "free dividend" fallacy, the importance of understanding the basic unit of analysis, the paradox of skill in active management, and more. Join us to learn about market and investing fundamentals to improve your strategy with Michael Mauboussin. Tune in now!   Key Points From This Episode:   (0:03:08) What the primary job of an equity investor is and the origin of stock returns. (0:05:37) Why dividends are less critical to total shareholder return unless fully reinvested. (0:08:43) Dissect the behaviour of investors in dividend stocks and the "free dividend fallacy." (0:10:01) Value versus growth classifications and how intangible assets impact valuations. (0:16:39) Learn about the potential advantages for companies investing in intangible assets. (0:20:20) How to determine a company's position in the competitive advantage life cycle. (0:24:42) The phase that offers the highest returns and what to consider about newer industries. (0:26:18) Explore the tradeoffs of intangible-intensive companies and the impact on base rates. (0:29:22) Pitfalls of valuation multiples and the implications for systematic value investors. (0:32:25) Relevance of market metrics and how index funds have affected alpha opportunities. (0:38:14) Effects of rising indexed assets and what to consider about market concentration. (0:45:01) Discover the historical link between market concentration and future returns.  (0:46:31) How active managers benefit markets and misconceptions about skilled managers.  (0:48:46) The value of active managers and advice for structuring investment portfolios. (0:52:44) Unpack the shift from public to private equities and why it happened.  (0:55:40) Insights into the benefits of private over public equities for investors.  (0:58:00) Ways intangible assets influenced the rise of private equity.  (0:59:27) What the market says about future returns and using public equity for diversification.   Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://pwlcapital.com/our-team/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Michael Mauboussin — https://www.michaelmauboussin.com/ Michael Mauboussin on LinkedIn — https://www.linkedin.com/in/michael-mauboussin-12519b2/ Michael Mauboussin on X — https://x.com/mjmauboussin Columbia Business School — https://business.columbia.edu/ Morgan Stanley | Counterpoint Global — https://www.morganstanley.com/im/en-us/individual-investor/about-us/investment-teams/active-fundamental-equity/counterpoint-global-team.html The Heilbrunn Center for Graham and Dodd Investing — https://business.columbia.edu/heilbrunn Episode 332: Randolph Cohen and Michael Green — https://rationalreminder.ca/podcast/332   Books From Today's Episode:   The Success Equation — https://www.amazon.com/Success-Equation-Untangling-Business-Investing/dp/1422184234 More Than You Know — https://www.amazon.com/More-Than-You-Know-Unconventional/dp/0231143729 Expectations Investing — https://www.amazon.com/Expectations-Investing-Reading-Prices-Returns/dp/159139127X Think Twice — https://www.amazon.com/Think-Twice-Harnessing-Power-Counterintuition/dp/1422187381 Creating Shareholder Value — https://www.amazon.com/Creating-Shareholder-Value-Managers-Investors/dp/0684844109 Capitalism Without Capital — https://www.amazon.com/Capitalism-without-Capital-Intangible-Economy/dp/0691175039 The New Goliaths — https://www.amazon.com/New-Goliaths-Corporations-Industries-Innovation/dp/0300255047 Security Analysis — https://www.amazon.com/Security-Analysis-Foreword-Buffett-Editions/dp/0071592539 —    Papers From Today's Episode:    'The Dividend Disconnect' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2876373 'Trading Stages in the Company Life Cycle' — https://www.morganstanley.com/im/en-gb/intermediary-investor/insights/articles/trading-stages-in-the-company-life-cycle.html

On today's episode, we get reaction to a higher-than-expected US inflation print from Michael Green, Portfolio Manager and Chief Strategist at Simplify Asset Management. Plus - a preview of earnings from Nissan and Honda with James Hong, Head of Asia Autos at Macquarie Capital.See omnystudio.com/listener for privacy information.

Send us a textIn the latest episode of Exchanges with Hitachi Solutions, host Matt Volke dives into the whirlwind of recent AI developments alongside esteemed guests Dr. Michael Green, Director of Product Management at Hitachi Solutions, and Dave Horstein, Senior Director of Advisory at Hitachi Solutions. This episode aims to bring clarity and calm to the current AI market turbulence, focusing on the broader implications of rapid innovations and how businesses can strategically adapt.Dr. Green and Mr. Horstein address the dramatic market reactions following the release of DeepSeek, an AI model that has outperformed its proprietary counterparts. They discuss the emotional market swings and highlight the potential for increased AI adoption, driven by the open-source model's ability to democratize access to advanced technology. Despite initial panic, they assure listeners that the AI infrastructure's demand will persist, with open-source development spurring innovation cycles and enhancing the value AI brings to organizations.Key insights from the episode include:Understanding Market Reactions: The guests dissect the knee-jerk responses to recent AI advancements, emphasizing the importance of viewing them within a broader strategic context.Open Source and Innovation: As AI models become more accessible, open-source contributions are expected to accelerate innovation, reducing development cycles and increasing competitive opportunities for businesses.Strategic AI Adoption: With the rise of compact reasoning models, AI is becoming more affordable and easier to integrate into business and consumer applications. Organizations are encouraged to proactively incorporate AI into their strategic planning to remain competitive.Stay connected with us for more insights into the evolving world of AI and technology. You can find all our episodes on your favorite podcast platforms or at hitachisolutions.com.global.hitachi-solutions.com

A lot of wild ideas get launched in Vegas and we're home to the weirdest combination of architecture on the planet. But is there another Vegas, an even weirder version, that was never built? As the city waits to see if the A's baseball stadium will break ground this year, co-hosts Sarah Lohman and Dayvid Figler sit down with UNLV history professor Michael Green to run through the wildest Vegas projects that were never built. Don't forget to vote for us for Best Vegas Podcast! Want to get in touch? Follow us @CityCastVegas on Instagram, or email us at lasvegas@citycast.fm. You can also call or text us at 702-514-0719. For more Las Vegas news, make sure to sign up for our morning newsletter, Hey Las Vegas. Looking to advertise on City Cast Las Vegas? Check out our options for podcast and newsletter ads at citycast.fm/advertise. Learn more about your ad choices. Visit megaphone.fm/adchoices

UCLA Associate Professor Valentin Haddad joins Michael Green and Christopher Getter to discuss his work on passive investing.For more information, https://www.simplify.us. Questions about the content discussed in this video? Please contact info@simplify.us.Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Simplify Asset Management Inc. and its representatives are properly licensed or exempt from licensure. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This content is not intended to provide investment, tax, or legal advice.This content is solely for informational purposes and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. These materials are made available on an “as is” basis, without representation or warranty. The information contained in these materials has been obtained from sources that Simplify Asset Management Inc. believes to be reliable, but accuracy and completeness are not guaranteed. This information is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Neither the author nor Simplify Asset Management Inc. undertakes to advise you of any changes in the views expressed herein.

Financial markets are more concentrated than ever, with a handful of companies dominating the stock market like never before. In this insightful Speak Up interview, Anthony Scaramucci sits down with Simply Asset Management's Michael Green to examine how this unprecedented market concentration creates systemic risks—not just for the stock market, but for the broader economy. Together, they delve into the brewing crisis in passive investing and its potential to destabilize America's financial system. Plus, Michael unpacks Bitcoin's biggest challenge and his thought-provoking vision for humanity's future. Don't miss these essential insights to navigate today's most pressing financial risks and prepare for what's ahead. Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/40M0LCg Chapters: 1:22 - A Divided Economy: Winners, Losers, and 2025 Projections 3:12 - Fixing the Economy: Misaligned Incentives and Hard Choices 6:04 - Modern Monetary Theory: The Truth About Taxation and Spending 9:07 - Inflation as a Tax: How the Poor Pay the Price 12:27 - The Political System: Duopoly, Gerrymandering, and Corporate Power 17:19 - Socialism or Capitalism? Bridging the Economic Divide 22:02 - Passive Investing: The Nifty 50 and Today's Market Risks 28:50 - Target Date Funds: The Self-Destructing Retirement System 32:13 - Bitcoin Debate: Flexibility vs. Finite Supply 38:24 - Audience Questions: Risks of Concentration in U.S. Equities 40:43 - Audience Questions: The Biggest Market Disruptor of the Next Decade 42:02 - Policy Solutions: Progressive Taxation and Spending Reforms 45:11 - Looking Ahead: The Economy and Society in 10 Years Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PassiveInvesting #MarketConcentration #Bitcoin #EconomicRisks #StockMarket #FinancialMarkets #AnthonyScaramucci #MichaelGreen #MarketTrends #FinancialSystem #Crypto ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Leland Miller joins Michael Green and Harley Bassman to discuss what the China Beige Book reveals about the investment universe. For more information, https://www.simplify.us. Questions about the content discussed in this video? Please contact info@simplify.us. Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Simplify Asset Management Inc. and its representatives are properly licensed or exempt from licensure. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This content is not intended to provide investment, tax, or legal advice. This content is solely for informational purposes and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. These materials are made available on an “as is” basis, without representation or warranty. The information contained in these materials has been obtained from sources that Simplify Asset Management Inc. believes to be reliable, but accuracy and completeness are not guaranteed. This information is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Neither the author nor Simplify Asset Management Inc. undertakes to advise you of any changes in the views expressed herein.

We sit down with Michael Green, Specialist rehabilitation physiotherapist for @p3rformhq, to discuss injuries in professional footballers, the political nature of player recovery, and why Tottenham Hotspur players are so injury prone. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Send us a textHear from the Hitachi Solutions Team on All Things AI CES is the world's largest electronic exhibition in the world. And the number one topic on everyone's mind is AI. In the acres upon acres of technology – from robotic coffee makers and vans with built-in helicopters, to the latest solar solutions and video games – the topic of AI is inescapable. AI is everywhere you turn in this massive event, including at the Hitachi booth at 8317 in the North Hall of the Las Vegas Convention Center, where our team of data and AI experts are on hand, showcasing the latest in data, AI, and Microsoft technology. Two members of that team, by Sr. Technical Product Manager Dr. Michael Green and Stuart Morris, Director of Research and Development, took the time in our Exchanges podcast to share what they're hearing on the exhibition floor, and how Hitachi Solutions is solving them with the latest technology.global.hitachi-solutions.com

Michael Green says the key to the sell-off in the last weeks of 2024 was the need for fund managers to rebalance before the new year. He talks about the trade-offs of lowering rates, since the older population benefits from higher interest income while it prices younger buyers out of big purchases. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Joining Jill and Doron on the 35th episode of the podcast, the seventeenth and penultimate of our second season, to tell us their story are Dr. Alison Fisch Katz and Sally Green Wallis, BFFs - for half a century and counting - from the northern provinces of England who attended Carmel from 1973 to 1980.   Alison Fisch grew up in Leeds. She studied for her BA and MA in English Literature at Bar Ilan University in Israel and completed her PhD at the University of Leeds.  A former lecturer at Bar Ilan and the Open University in Israel, she eventually became Senior Lecturer and Head of the Languages and General Studies Department at the Azrieli College of Engineering in Jerusalem - a position she has held for 14 years.  Alongside her academic career, Alison has developed a business as a Personal and Rehab Fitness Trainer.  She lives in Ra'anana and has been married to Israeli-born Geri for almost 40 years. They have two grown sons, Tomer and Assaf.   Sally Green grew up in Grimsby.  After Carmel, she briefly attended Manchester Polytechnic before moving to London with a passion to work in travel, which is how she met her husband of 38 years, Howard.  She is now a director and shareholder at a bespoke travel agency in Radlett.   Sally has three children in their thirties, and four grandchildren, three of whom were born in a five month span earlier this year.   Hear Alison and Sally talk about the kashrut of sausage rolls, the evolution of their northern accents, the letter that nearly undid their friendship, the playwright who attended his play's opening night at Carmel, meeting the late Ted Heath, and how they maintained their bond over 50 years.   Thank you, Dr. Alison Fisch Katz and Sally Green Wallis, for turning us again to Carmel days!   Dedication: at Alison's and Sally's request, this episode is dedicated to the memory of Sally's late brother Michael Green, who inspired her to go to Carmel, and was a pupil himself from 1967 to 1973.  He worked in real estate, and was married with one daughter. Sadly, he passed away from a heart attack in 2012 at the age of 53 in Watford Hospital.   Personal mentions in this episode: Rabbi Jeremy Rosen (Headmaster) Trevor Bolton (French & Housemaster) Keith Pusey (Music) Helmut Dan Schmidt (History & Economics) Anthony Barr Taylor (Biology) Dr. John Addis (History) Yoel Silver (Computer Studies & Ridgeway Housemaster) Mike O'Connor (Art) Alastair Falk (English & Drama) Ron Evans (Mathematics) Mary Evans (Mathematics) Dr. Mendel Bloch (Jewish Studies & English) Geoff Lebens (English literature) Miss Haig (Housemistress) Alex Gerlis Jeremy Gerlis Andrea Samuels Walker Tanya Samuels Nigel Fisch Aliza Reger Simon Myerson Graham Harris Ruth Collins Claire Rosenberg Rosalind Susan Bruckner Michele Weissberg Nassimah Reynolds Daniel Reynolds David Reynolds Alan Bloom Clive Cass Kati Barr Taylor Catherine Addis Yoram Ezri Shelly Simons Schwarzmann Aviva Elias Robert Khalastchy Lisa Morrow Stephen Corrick Debra Corrick Davis Paul Corrick Nicky Richmond Sheba Sonya LeJeune Ricky Green Graham Dullop Adam Jackson Loni Saban Philippe Weissberg Moni Solti Leila Djemal Moti Taler   Feel free to leave a comment letting us know what you liked about this episode, and rate us on your favorite podcast platform

What makes Warren Buffett's investment legacy so iconic, and how has his advice shaped the world of investing? In this episode, we delve into Warren Buffet's investment philosophy and the lessons he offers everyday investors. In our conversation, we unpack the impact of his investment strategies on the financial world, debunk common misconceptions, and discuss how his strategies have changed over time. We also examine the structural barriers to replicating his success, the complexities of scale and changing market dynamics, and the parallels between his approach and modern asset pricing models. Discover Warren Buffett's astonishing historical returns, his perspectives on diminishing returns for active managers, and the misunderstood nuances of his advice regarding index funds. Gain insight into academic research on Warren Buffett's success, his pragmatic view on cash holdings, and his opinion on the value of dividends for investors. Tune in to learn about the world's greatest investor and how you can apply his wisdom to your own portfolio!   Key Points From This Episode:   (0:04:55) Warren Buffett's legacy and Berkshire Hathaway's performance history. (0:13:04) The problem of diminishing returns to scale and finding skilled active managers. (0:18:37) Reasons Buffett repeatedly advises most investors to choose low-cost index funds.  (0:23:14) Why identifying skilled managers before they outperform the market is impossible. (0:30:15) Research explaining Buffett's success using multi-factor asset pricing models. (0:35:30) Insight into why Berkshire Hathaway holds large cash reserves as part of its strategy. (0:44:02) Buffett's views on dividends and why his focus remains on reinvestment. (0:48:16) Why diversification concentration is a bad strategy and Buffett's investing superpower. (0:57:07) Aftershow: Ben's experience of being on The Wealthy Barber podcast. (0:58:07) Reviews and feedback from the episode with Randolph Cohen and Michael Green. (1:04:58) Changes to our year-end episode format and what listeners can expect.   Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Mark McGrath on LinkedIn — https://www.linkedin.com/in/markmcgrathcfp/ Mark McGrath on X — https://x.com/MarkMcGrathCFP Dan Bortolotti on LinkedIn — https://www.linkedin.com/in/dan-bortolotti-8a482310/ CPP by the Fire — https://pages.pwlcapital.com/webinar_cpp_by_the_fire Braden Warwick on LinkedIn — https://linkedin.com/in/braden-warwick-a40b48a3/ PWL Capital CPP Tool — https://research-tools.pwlcapital.com/research/cpp Berkshire Hathaway — https://berkshirehathaway.com/ Berkshire Hathaway Shareholder Letters — https://berkshirehathaway.com/letters/letters.html Richard Ennis — https://richardmennis.com/author/richard-m-ennis Home Trust — https://hometrust.ca/ Ben on The Wealthy Barber Podcast — https://thewealthybarber.com/podcast/ben-felix-a-deep-dive-into-the-world-of-investing-twb-podcast-5/ Episode 61: Ted Seides — https://rationalreminder.ca/podcast/61 Episode 220: Jonathan Berk and Jules van Binsbergen — https://rationalreminder.ca/podcast/220 Episode 332 - Randolph Cohen & Michael Green — https://rationalreminder.ca/podcast/332   Books From Today's Episode:   The Intelligent Investor — https://amazon.com/dp/B0CBQ18KDB/   Papers From Today's Episode:    'Buffett's Alpha' — https://doi.org/10.2469/faj.v74.n4.3 'Mutual Fund Flows and Performance in Rational Markets'— https://journals.uchicago.edu/doi/abs/10.1086/424739

A major theme of Alpha Exchange podcasts over the years has been the impact that financial products that live and breathe within the markets have on asset clearing prices. Events like the crash of 1987, the GFC, the 2018 XIV event or the unwind of short variance exposure in March 2020 come to mind as examples. More recently, the substantial growth of leveraged ETF products has gotten a lot of attention, as a potentially amplifying factor with respect to underlying asset volatility.With this in mind, it was a pleasure to welcome Mike Green, a partner and Chief Strategist at Simplify Asset Management back to the Alpha Exchange. Our conversation drills down on leveraged products written on MSTR, the bitcoin buying company. Mike first describes how a leveraged product's rebalancing requirement resembles a short straddle, buying when the underlying rises and selling when it falls. He next makes the case that the two times leveraged long products, MSTU and MSTX, are unique in that they are large in size and written on an underlying that is extremely asset.This creates the potential for vol amplifying feedback loops that result from the extremely large daily re-hedging. Mike believes the leveraged complex has contributed to the large premium of MSTR to the value of its bitcoin holdings. We talk as well about the costs being borne by the ETFs who have been forced to utilize the options market as the swap providers have reportedly limited the amount of leverage they are willing to provide.I hope you enjoy this episode of the Alpha Exchange, my conversation with Mike Green.

When someone says they're from Las Vegas, where do they specifically mean? The majority of the Valley lives in one of the adjacent municipalities or unincorporated Clark County. So how did we get this weird patchwork of townships and jurisdictions, and how did it set up the city and the county for their many tensions today? We're sharing our notes in this re-airing of a popular episode — co-host Dayvid Figler talks to UNLV history professor Michael Green about the last century of Las Vegas and Clark County history, and how a city-county showdown brought us to this utterly unique arrangement. Learn more about the sponsors of this December 9th episode: Wineaux Matter Real Estate Enchant Las Vegas Want to get in touch? Follow us @CityCastVegas on Instagram, or email us at lasvegas@citycast.fm. You can also call or text us at 702-514-0719. For more Las Vegas news, make sure to sign up for our morning newsletter, Hey Las Vegas. Looking to advertise on City Cast Las Vegas? Check out our options for podcast and newsletter ads at citycast.fm/advertise. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Bionic Planet, I delve into the complex and often controversial world of conservation in the Amazon, featuring Michael Greene, a figure recently spotlighted in a Washington Post article that painted him as a land grabber. However, my intention is to provide a more nuanced perspective on his story, which I believe reflects broader challenges in the fight against deforestation. Michael Greene's journey began in 2009 when he entered the tangled legal landscape of land ownership in the Amazon. His work is set against a backdrop of illegal logging, land grabbing, and the struggles of local settlers. The episode explores the threats to the Amazon, particularly in the Portel region, where illegal loggers and wealthy individuals exploit the land, often using deceptive tactics to claim vast areas. Throughout our conversation, we discuss the various actors involved in this crisis, including the legal landowners, illegal loggers, and settlers who are often caught in the middle. Michael shares insights into the "hair comb" pattern of deforestation, where roads are cut into the forest, leading to a gradual encroachment of settlers and illegal loggers alike. As we unpack Michael's project, we examine the strategies he implemented to combat deforestation and support local communities. He highlights the importance of the Cadastro Ambiental Rural (CAR), a mandatory environmental registry that helps families claim their land and protect it from illegal encroachment. Michael's initiative aimed to empower local families by helping them navigate this bureaucratic process, ultimately securing their land rights. However, the episode also addresses the backlash Michael faced from local NGOs and other organizations that accused him of being a land grabber himself. We discuss the complexities of these accusations and the challenges of working in a region where the status quo is heavily influenced by illegal logging and land grabbing. Throughout our two-hour conversation, I aim to provide a balanced view of Michael's work, acknowledging his quirks and the difficulties he has encountered while also emphasizing the positive impact he has had on local communities. This episode serves as a raw and unfiltered look at the challenges of conservation in the Amazon, offering listeners a glimpse into the intricate dynamics at play in the fight against deforestation. Join me as we explore the unfolding saga of Michael Green, a figure who embodies the complexities of conservation efforts in one of the world's most vital ecosystems. Timestamps 00:00:00 - Introduction to Michael Green and the Controversy 00:05:30 - The Project in Portel: Initial Threats and Land Ownership 00:10:00 - Illegal Logging and Settler Dynamics 00:15:00 - The Hair Comb Pattern of Deforestation 00:20:00 - Countering Land Grabbing: The CAR Initiative 00:25:00 - Building Schools and Community Engagement 00:30:00 - Legal Challenges and Land Ownership Issues 00:35:00 - Pushback from NGOs and the Status Quo 00:40:00 - Historical Context: Jonas Morioka's Land Purchase 00:45:00 - Michael's Entry into Conservation and REDD+ 00:50:00 - The Role of COIAB and Initial Meetings 00:55:00 - Investment Groups and Project Development 01:00:00 - Controversies Surrounding Other Carbon Projects Quotes "I believe, based on the evidence to date, that he's been unjustly pilloried." - 00:00:43 "It's an unvarnished and unstructured look at the challenges of ending deforestation." - 00:03:13 "The threats to the area primarily in this period of time before the project started was illegal logging." - 00:04:44 "What happened as this hair comb deforestation that takes place in the Amazon, it was starting to reach the borders of the property." - 00:06:16 "We realized that the threat was really more of an organized crime threat, where they're organized land grabbing taking place." - 00:07:09 "Their cycles, typically, each family might do seven hectares and they plant one hectare one year and then they abandon it." - 00:15:54 "My big fear was that the settlers or the traditional people were going to be approached by illegal loggers as well as land invaders." - 00:17:22 "We wanted to track that and put eyes on it basically." - 00:23:02 "If it's not my carbon credit project, it's nobody's carbon credit project." - 00:43:12 "I think a lot of those news stories were pushed by his partners who wanted Jonas out of the area." - 00:41:37

Hosts Ben Felix and Cameron Passmore welcome Harvard Business School senior lecturer Randy Cohen and Simplify Asset Management's Mike Green for an in-depth debate about passive investing's impact on financial markets. They explore whether the rise of index funds and target date funds poses systemic risks, discussing market efficiency, price elasticity, and implications for investors.   Whether you're trying to understand the mechanics of passive investing or evaluating potential market risks, this episode provides a balanced debate between two leading thinkers with contrasting views on one of today's most important market structure questions. Key Points From This Episode: (0:00:15) Introduction and context setting from Cameron and Ben (0:06:03) Defining passive investing and discussion of current market share (estimated 45%) (0:16:10) Mike Green's critical concerns about the rise of passive investing (0:28:11) Debate on target date funds and their impact on market stability (0:54:57) Analysis of elasticity, valuations, and market structure (1:24:33) Discussion of forward market returns and investment implications (1:36:00) Practical implications for individual investors (1:44:38) Examining why many experts seem unconcerned about passive risks (1:50:56) Concluding thoughts on market valuations and policy implications   Links From Today's Episode:   Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on Apple Podcasts — https://podcasts.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582 Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemind Rational Reminder on YouTube — https://www.youtube.com/@rationalreminder/ Rational Reminder Email — info@rationalreminder.ca Benjamin Felix — https://www.pwlcapital.com/author/benjamin-felix/  Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Randy Cohen on LinkedIn — https://www.linkedin.com/in/randolph-cohen-ph-d-49a52410b/ Mike Green on LinkedIn — https://www.linkedin.com/in/michael-green-9a15142/  

Michael Green, Harley Bassman, and Barry Knapp go old school. For more information, https://www.simplify.us. Questions about the content discussed in this video? Please contact info@simplify.us. Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Simplify Asset Management Inc. and its representatives are properly licensed or exempt from licensure. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This content is not intended to provide investment, tax, or legal advice. This content is solely for informational purposes and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. These materials are made available on an “as is” basis, without representation or warranty. The information contained in these materials has been obtained from sources that Simplify Asset Management Inc. believes to be reliable, but accuracy and completeness are not guaranteed. This information is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Neither the author nor Simplify Asset Management Inc. undertakes to advise you of any changes in the views expressed herein.

Well, the election is over and we have a clear victor. What kind of economy is President-elect Trump inheriting? And what impact on it are his policies likely to have? And what does this mean for investors? Where do the opportunities, as well as the risks, lie? To discuss, we're fortunate to be joined again by Michael Green, portfolio manager & chief strategist at Simplify Asset Management. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #capitalflows #bullmarket #trumpeconomy --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

Brandon Pizzurro is watching the shelter costs in the CPI print as they are a strong contributor to inflation. Michael Green argues there are issues in the methodology of calculating shelter costs, and thinks we'll see those costs fall substantially over the next few months. They also discuss the likelihood of another Fed cut and its impact on inflation. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Today, Daniel King talks to Carrie Headington, an Episcopal evangelist serving the Anglican community in Dallas, Texas. They discuss Carrie's work equipping churches and everyday believers for evangelism, with a focus on raising up female evangelists. She shares lessons she learned from the late evangelist Michael Green, including the importance of having an “audience of one” in Jesus, persevering through spiritual warfare, and seeing how the Holy Spirit can revive even the most dormant churches when they engage in mission. We highlight the need for more bold, Spirit-filled evangelists, both men and women, to share the good news of Jesus in the world today.

Should you buy or rent the exhibit for your next Trade Show, Conference or Event? What's the ROI? This is a top question for big and Small Business across the US and Europe.** Want More LEADS, More SALES and More PROFITS at your next Trade Show? Book a free 15-minute strategy call here: https://tradeshowu.biz/servicesWe're going to break it down with great tips and advice from Chris Dunn, VP of Sales & Business Development with BlueHive Exhibits who has been in the industry for 30 years.We discuss:-- When does it make sense to buy compared to rent? -- When is the breakeven ROI for buying versus renting? -- What type of Exhibit program is a good candidate for renting?-- Case Studies and more!Chris's Top Tips:-- When selecting an exhibit partner, like an exhibit house or an agency, make sure that you choose someone that you trust not only for where you're at currently but also where you want to go and how you want to grow-- Be open to exploring options on both the purchase and rental side to get the best combination that works for your Exhibit program-- Create and understand a complete exhibit calendar that includes both sizes, show dates, locations and goals. Work with your partner to handle overlapping situations or an outlier space as a for instance.Special Offer from Chris and BlueHive:BlueHive is happy to offer a 30 minute no charge tradeshow program auditContact Chris Dunn:-- Email: Cdunn@bluehive.com-- Website: www.bluehive.com-- LinkedIn: https://www.linkedin.com/in/chrisjdunn1/Weekly Tips, Training and More! Register for our Newsletter at www.tradeshowu.bizMentioned in this episode:Subscribe to the new Trade Show University YouTube channel!Check out the new Trade Show University YouTube channel where we feature a growing number of training videos to help businesses get More Leads, More Sales and More Profits through the power of Trade Shows! Many videos are exclusive to YouTube and not found on the podcast. Visit, Subscribe and Binge! https://www.youtube.com/@tradeshowuniversityCreate Amazing Memorable Events with Michael Green Food & Wine Experiences! MICHAEL GREEN CREATES AND HOSTS WINE AND FOOD EXPERIENCES THAT BUILD RELATIONSHIPS AND DRIVE SALES. FROM CONFERENCES TO OFFISTES, MICHAEL'S HIGH ENERGY PRESENTATIONS ARE INFORMATIVE, HIGHLY ENTERTAINING AND RESONATE FOR YEARS TO COME. Find out why CMO firm Chief Outsiders said… Michael does much more than develop events – he creates memorable experiences for his clients and their guests. His expertise spanned all elements from planning to execution. What made the events truly special and memorable were Michael's knowledge, experience, contacts, and flair. He not only made us look good, he ensured we remained relevant in the eyes of our guests throughout the evening. LOOKING FOR A WAY TO STAND OUT AT YOUR NEXT CONFERENCE OR INCREASE YOUR CONFERENCE ROI? GO TO WWW.MICHAELGREEN.COM TO LEARN MORE. Mention you heard this ad on the Trade Show University podcast!

Can we really understand the impact of passive ownership on the US market? Marco Sammon is an Assistant Professor in the Finance Unit at Harvard Business School. During this episode, he joins us to share deep insights into the complex and counter-intuitive nature of the index fund revolution. To kick off our conversation, we discuss some of the challenges associated with getting a true understanding of the scope of passive ownership across the US. Distinguishing between different approaches to investment, we begin to unpack Marco's paper with Alex Chinco, titled ‘The Passive-Ownership Share Is Double What You Think It Is'. We touch on the relevance of Grossman Stiglitz in 2024, pricing and reconstitution, and the ins and outs of employee stock and compensation. Using the case studies of huge global firms, we consider how to best accommodate passive demand. Lastly, as an index investor who does not own index funds, Marco shares his opinion on whether index funds have had a net positive or negative impact on financial markets. Tune in today to get a more dynamic view of the complex world of index funding and investment. Key Points From This Episode: (0:00:45) Index funds, index and passive investments, and why Professor Marco Sammon is perfectly positioned to unpack these concepts.  (0:03:36) The challenges of understanding just how big passive ownership is in the US market.  (0:08:16) Distinguishing between partial investment, direct investment and passive funds.  (0:10:14) Important concepts on the closing auction and which indexes Marco focuses on.  (0:15:50) Defining the Grossman-Stiglitz framework and its validity in 2024.  (0:20:36) Evolving ideas around pricing and reconstitution over time.  (0:23:05) Why indexing is a fixed-point problem and how to measure market efficiency.  (0:32:19) Nuances of security demands around indexing and how it differs from other investors.   (0:38:02) Employee compensation and reverse causality as illustrated by Marco's friend.  (0:42:10) Why it is important to distinguish between equal-weighted and value-weighted.  (0:44:13) How huge firms like Facebook and Tesla accommodate passive demand.  (0:48:19) Conditions that affect the responsiveness of firms in accommodating passive demand.   (0:51:13) The ‘Dead Reckoning' metaphor to describe how we can know who is clearing the market. (01:02:22) Marco's thoughts on whether index funds have had a net positive or negative impact.   Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://www.pwlcapital.com/author/benjamin-felix/  Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://www.pwlcapital.com/profile/cameron-passmore/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Marco Sammon — https://marcosammon.com/ Marco Sammon on X — https://x.com/mcsammon19  Episode 302: Michael Green — https://rationalreminder.ca/podcast/302 Papers From Today's Episode:  ‘The Passive-Ownership Share Is Double What You Think It Is' — https://www.hbs.edu/ris/Publication%20Files/double-what-you-think-it-is%20may%2023_3c1ae213-5aec-407d-b656-13e3822f0b8b.pdf ‘On the Impossibility of Informationally Efficient Markets' — http://www.dklevine.com/archive/refs41908.pdf  ‘Capital Asset Prices With and Without Negative Holding' — https://ideas.repec.org/p/ris/nobelp/1990_003.html Do Demand Curves for Stock Slope Down? — https://www.jstor.org/stable/2328486/ 

It's a podcast of revenge and anger! Jason and Rosie chat with the creators of Blue Eye Samurai, Amber Noizumo and Michael Green, about telling an authentic story of a mixed-race character, the challenges of overcoming bias about animated shows, and why good TV takes time to make. Follow Jason: twitter.com/netw3rk Follow Rosie: IG & Letterboxd  Follow X-Ray Vision on Instagram Join the X-Ray Vision Discord See omnystudio.com/listener for privacy information.