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Logica's Michael Green on Bloomberg's Odd Lots Podcast:

Why The Rise of Passive Investing Might Be Distorting The Market

Over the last decade or so, we've seen an incredible rise in so-called passive investing. While definitions differ over what this means, we've seen more and more money poured into index funds (which own every stock in a given basket). Meanwhile, money has been yanked away from money managers who attempt to select individual stocks. One school of thought argues that this is a positive, in part due to lower fees. But is there a dark side?

Logica's Wayne Himelsein - Preparing for the Return of Market Volatility


Wayne Himelsein explains why he believes that markets are not prepared for a likely “phase shift” from a low volatility world to one where volatility is dramatically more pronounced for an extended period of time.

Wayne Himelsein: The Human Behind the Hedge Fund

On this episode we're covering the oddity of a volatility trader living somewhere where there is no volatility (in the weather), reading the world’s longest book, hoping this is the big one when your car is in midair, J-Curve the rapper, and overpaying by 1000% for out of the money options.

Michael Green: The Acquirer's Podcast - Passive Agro,

Shorting XIV, What's a Value Guy To Do?

Michael is a regular guest on Real Vision and his proprietary research into the shift from actively managed portfolios and investment funds to systematic passive investment strategies has been presented to the Federal Reserve, the BIS, the IMF and numerous other industry groups and associations. During the interview Michael provided some great insights into:

  • Passive Risks To The Market

  • Shorting The XIV

  • When Will Value Investing Recover

  • What Makes Chuck Royce Such A Phenomenal Investor

  • This Bull Market Is Different From Any Other

  • Warren Buffett Buying Index Funds

  • Baby Boomers And The Impact Of Mutual Fund Redemptions

  • What Caused The Recent Surge In Tesla

  • Original Link: https://bit.ly/2TVb9Ec