Mike Green: Passive Stock Market Edifice Put To The Test ...

What this episode covers

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. This interview was recorded at 10am ET on Friday, August 2. The jobs report, which was released 90 minutes prior at 8:30am ET, showed the unemployment rate move non-linearly up from 4.1% to 4.3%, and the stock market fell sharply and short-term interest rate futures market priced in a high likelihood of the Federal Reserve doing a DOUBLE (50 bps) cut by its September meeting. The Fed Funds pricing changed throughout our interview and Jack references that in the conversation. ___ Follow Mike Green on Twitter https://x.com/profplum99 Mike Green’s Substack: https://www.yesigiveafig.com/ Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ YouTube video on Canadian market bubble and Nortel Networks: https://www.youtube.com/watch?v=I6xwMIUPHss&t=2219s&ab_channel=BobbyBroccoli __ Timestamps: (00:00) Introduction (00:13) Stock Market Pukes In Reaction To Horrible Jobs Report (05:45) Is The U.S. In A Recession Now? (06:01) How Passive Investing Has Driven The Stock Market Higher (28:35) VanEck Ad (29:15) Passive Flows In The Context Of Other Market Forces (32:25) Has Passive Investing Boosted Valuations of The Biggest Companies? (42:25) Will The Same Passive Forces That Boosted The Market Higher Work In Reverse Now That The Market Is Declining? (48:40) Permissionless Ad (49:39) If Passive Is A Bubble, It Can Get A Whole Lot Bigger (53:16) SPAC Flows Are No More (01:16:52) Soros-like Reflexivity of High Stock Prices (01:18:49) Mike's Views On Ongoing "Market Hiccup" (01:34:00) Mike's Closing Thoughts on Private Credit __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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Frequently Asked Questions

How long is this episode of Forward Guidance?

This episode is 1 hour and 37 minutes long.

When was this Forward Guidance episode published?

This episode was published on August 2, 2024.

What is this episode about?

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. This interview was recorded at 10am ET on Friday, August 2. The jobs report, which was released 90 minutes prior at...

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