Mike Green: AI is fueling another 1987 market CRASH!

Michael Green is the chief strategist and portfolio manager at Simplify Asset Management, and authors the Substack called "Yes I give a Fig." He joins Phil Rosen on Full Signal to discuss hidden risks of the AI boom, how passive investing is bidding up the AI bubble, why he's bullish on new technology but cautious on its impact for investors, and more.Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/TIMESTAMPS:0:00 - Caution on AI bull market2:57 - AI's real value5:38 - Nvidia's vendor financing7:47 - The China threat9:39 - Should investors sit out?11:29 - Passive investing risks13:17 - Are stocks actually cheap?15:57 - 1987 crash parallels19:17 - Are markets broken?24:08 - Passive flows and leverage26:10 - Can regulators step in?28:21 - Building a new portfolio today32:09 - Inflation vs. deflation36:35 - American economic opportunity42:32 - Mike's new book#podcast #investing #markets #macro #stocks #bitcoin #fed