Top Traders Unplugged With Niels Kaastrup-larsen | Engaging Conversations With The Top Traders & Investors

In today’s episode, we are joined by Michael Green. Michael has over 20 years as a portfolio manager, mainly in the global macro space. Recently he has become well known because of his work on the shift to passive investing, and inevitably this was one of the topics we wanted to ask Mike about. Our conversation wasn’t limited to that however, and we also discussed comparisons between the present day and previous historical crisis (going back to the Roman Empire!), as well as many other interesting subjects. Topics Discussed in this Episode: Passive investing ETFs and target date funds Intergenerational inequality “(The) growth of passive is now basically built into the system. From a regulatory framework, all the new money that comes into the U.S Savings and Investment accounts (primarily in the form of 401Ks and IRAs), are coming in passive vehicles.”Real interest rates over history Mean reversion and momentum Negative interest rates “I think negative interest rates are absurd and that they’re a view that I