Mike Green
The Disruptor
Contrarian and drawn to the edge; challenges the settled answer.
Mike Green is a Disruptor in the fullest sense, a strategist who has made it his project to dismantle the foundational myth of passive investing and expose the hidden systemic risk he argues most participants refuse to see.
“I got to be honest with you, I haven't done the math to say what percent of NVIDIA per se, but it's very clear that NVIDIA has been a beneficiary of an extraordinary improvement in its fundamentals.”
“It really is, right? And so, like any institutional investor in a rational framework would look at that underlying portfolio and say, this is completely, completely absurd.”
“Who's going to buy the bonds becomes the right question? Once the panic sets in, the answer is everybody. Once yields get cut to the point that you can finance those bonds in entirely new class of levered investors starts to step in, right? So the point of panic is to take advantage of other people's panic.”
“Because by definition if they're already the larger companies, they're just being pushed further apart, right? It's saying the difference between first place and second place grows, not who is in first place or second place I mean, I know I get how frustrating it is to people to think that this is something that is truly, truly going on.”
Masters in Business: “Mike Green on Why Passive Investing Is Hurting Market Structure”
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