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Podcast: Monetary Matters with Jack Farley
Episode: Equity Market Strength is Masking a Recession | Mike Green
Description: 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
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