EPISODE · Nov 5, 2025 · 30 MIN
The 'everything bubble' poses a bigger risk than AI, $11 billion strategist says
from Full Signal · host Phil Rosen
Mike Green, chief strategist of the $11 billion firm Simplify Asset Management, joins Phil Rosen for the first episode of Full Signal. We discuss the biggest risks in today’s market, how passive investing is fueling an "everything bubble" and driving asset prices above their fair value, hidden economic issues, why Bitcoin isn't what you think it is, and the parallels between the AI boom and dot-com bubble. Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/Follow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/0:00 - Intro0:27 - The biggest risks in markets1:17 - Passive investing is inflating asset prices3:34 - What's the tipping point to the passive investing bubble?8:50 - Rising earnings are masking weakness13:30 - AI vs. the dot-com bubble15:03 - The role of 401(k)s in the "everything bubble"25:46 - Bitcoin criticisms30:35 - Conclusion#podcast #investing #markets #macro #stocks #bitcoin #fed
Embed this episode
NOW PLAYING
The 'everything bubble' poses a bigger risk than AI, $11 billion strategist says
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.