Active Vs. Passive Investing with Michael Green, CFA

Active Vs. Passive Investing with Michael Green, CFA

Are you curious about the impact of passive investing on the market and the importance of active management? 

In this episode, Michael Green, Portfolio Manager, and Chief Strategist at Simplify Asset Management, explains the difference between active and passive investing and talks about the potential risks of the increasingly passive investment market. He also talks about the concentration of investment choices in 401(k) plans and the benefits of active investing.

Michael discusses: 

  • The difference between passive and active investing
  • The impact of passive investing on the market due to unthoughtful contributions 
  • Potential risks of an increasingly passive investment market and the need to introduce limits to prevent systemic impact
  • The importance of active management and the potential negative impacts of everyone moving towards passive investing
  • And more!

Connect with Geoff Hakim: 

Connect with Michael Green:

About our Guest: 

Michael Green has been a student of markets and market structure, for nearly 30 years. His proprietary research into the shift from actively managed portfolios and investment funds to systematic passive investment strategies has been presented to the Federal Reserve, the BIS, the IMF, and numerous other industry groups and associations.

Michael joined Simplify in April 2021 after serving as Chief Strategist and Portfolio Manager for Logica Capital Advisers, LLC. Prior to Logica, Michael managed macro strategies at Thiel Macro, LLC, an investment firm that manages the personal capital of Peter Thiel. Prior to Thiel, Michael founded Ice Farm Capital, a discretionary global macro hedge fund seeded by Soros Fund Management. From 2006-2014, Michael founded and managed the New York office of Canyon Capital Advisors, a $23B multi-strategy hedge fund based in Los Angeles, CA, where he established their global macro strategies, managing in excess of $5B of exposure across equity, credit, FX, commodity and derivative markets.

In addition to his work as a market theorist and portfolio manager, Michael has been noted for his work as a public speaker and financial media participant. He is a graduate of the Wharton School at the University of Pennsylvania and a CFA holder.

 

Comments are closed.