SHDL Posted July 11, 2020 Share Posted July 11, 2020 This was one of the most interesting macro/quant discussions I found recently: https://podcasts.apple.com/us/podcast/the-grant-williams-podcast/id1508585135?i=1000483139066 The guest is Michael Green and he talks about how the rise of passive investment vehicles seem to have made the US stock market more prone to extreme boom/bust cycles since around 1995. He also discusses what that means for various investment strategies and how he’s running his fund in response. The fund’s website: https://www.logicafunds.com/ Link to comment Share on other sites More sharing options...
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