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Podcast: MoneyShow MoneyMasters Podcast
Episode: Mike Green: Powell, Geopolitics, & The Problems Posed by Passive Investing
Description: Mike Green is a portfolio manager and chief strategist at Simplify Asset Management, as well as author of the “Yes, I give a fig” newsletter on Substack. In this wide-ranging discussion, we cover several topics and trends of importance to investors in 2024 – including Jay Powell’s policies, potential credit market challenges, and ongoing geopolitical problems.Specifically, Mike shares his view of inflation in the present and the future, as well as how the Federal Reserve (and the economy) are likely to respond. We then discuss some of the challenges credit markets could face as heavily indebted companies are forced t...