Mike Green is the Chief Strategist at Logica Funds and has spent nearly 30 years studying markets.
These days, he calls on that experience and his proprietary research to educate the public, the Federal Reserve, the BIS, and the IMF about the shift from actively managed portfolios and investment funds to systematic passive investment strategies.
Previously, Mike has served as the portfolio manager for Thiel Macro, an investment firm that manages the personal capital of Peter Thiel, founded Ice Farm Capital, a discretionary global macro hedge fund seeded by Soros Family Management, and founded and managed the New York office of Canyon Capital Advisors, a $23B multi-strategy hedge fund.
In this conversation, Mike and Aaron discuss the popular narratives around index funds and Bitcoin, what those narratives get wrong, and how to effectively develop non-consensus views when investing.
Mike Green’s Challenge; Vote better.
Text Me What You Think of This Episode 412-278-7680
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