The Acquirers Podcast

Passive Agro: Michael Green on the looming threat from passive indexing, shorting XIV and what value guys can do with Tobias Carlisle on The Acquirers Podcast

Informações:

Sinopsis

Michael Green is Chief Strategist and Portfolio Manager at Logica Funds. Michael joined Logica in January 2020 after serving as portfolio manager for Thiel Macro, LLC, an investment firm that manages the personal capital of Peter Thiel. Prior to Thiel, Michael founded Ice Farm Capital, a discretionary global macro hedge fund seeded by Soros Family Management.  From 2006-2014, Michael founded and managed the New York office of Canyon Capital Advisors, a $23B multi-strategy hedge fund based in Los Angeles, CA, where he established their global macro strategies, managing in excess of $5B of exposure across equity, credit, FX, commodity and derivative markets.   Michael's 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.   Logica Funds: https://www.logicafunds.com/  Michael's Twitter: https://twitter.com/profplu