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Equity Market Strength is Masking a Recession | Mike Green

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Manage episode 489473195 series 3627237
Content provided by Jack Farley. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jack Farley or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Mike Green, Portfolio Manager and Chief Strategist at Simplify, joins Monetary Matters to discuss why the strength of the equity market and other technical factors are obfuscating weakness in the US consumer and broader indicators of economic weakness to the point that it could be masking a recession. Green also discusses his views on inflation, the bond market, and the current stage of the passive investing endgame that he believes is the main culprit driving equity markets higher and higher.

Follow Mike Green on Twitter: https://x.com/profplum99

Follow Max Wiethe on Twitter: https://x.com/maxwiethe

Follow Jack Farley on Twitter https://x.com/JackFarley96

Read Mike’s Substack here: https://www.yesigiveafig.com

Follow Monetary Matters on:

Apple Podcast https://rb.gy/s5qfyh

Spotify https://rb.gy/x56dx5

YouTube https://rb.gy/dpwxez

Timestamps:

00:00 Intro

00:46 US Consumer Mirage

08:59 The Impact of High Interest Rates

13:39 Labor Market Weakness Will Eventually Force the Fed to Cut

15:03 Current Stage of the Passive Endgame

25:25 Recession Timing

33:31 How Will Asset Values Fair in the Next Recession?

40:30 Bond Market &Inflation Views

46:38 Uber's Impact on Unemployment

52:03 Tariff Uncertainty & the Fed

54:04 Bonds, Housing, & Other Macro Trades

01:02:03 Bitcoin, Solana, & Other Closing Thoughts

  continue reading

126 episodes

Artwork
iconShare
 
Manage episode 489473195 series 3627237
Content provided by Jack Farley. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jack Farley or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Mike Green, Portfolio Manager and Chief Strategist at Simplify, joins Monetary Matters to discuss why the strength of the equity market and other technical factors are obfuscating weakness in the US consumer and broader indicators of economic weakness to the point that it could be masking a recession. Green also discusses his views on inflation, the bond market, and the current stage of the passive investing endgame that he believes is the main culprit driving equity markets higher and higher.

Follow Mike Green on Twitter: https://x.com/profplum99

Follow Max Wiethe on Twitter: https://x.com/maxwiethe

Follow Jack Farley on Twitter https://x.com/JackFarley96

Read Mike’s Substack here: https://www.yesigiveafig.com

Follow Monetary Matters on:

Apple Podcast https://rb.gy/s5qfyh

Spotify https://rb.gy/x56dx5

YouTube https://rb.gy/dpwxez

Timestamps:

00:00 Intro

00:46 US Consumer Mirage

08:59 The Impact of High Interest Rates

13:39 Labor Market Weakness Will Eventually Force the Fed to Cut

15:03 Current Stage of the Passive Endgame

25:25 Recession Timing

33:31 How Will Asset Values Fair in the Next Recession?

40:30 Bond Market &Inflation Views

46:38 Uber's Impact on Unemployment

52:03 Tariff Uncertainty & the Fed

54:04 Bonds, Housing, & Other Macro Trades

01:02:03 Bitcoin, Solana, & Other Closing Thoughts

  continue reading

126 episodes

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