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EssentialMike Green in Conversation

Mike Green Asks, "What Would Mike Taylor Do?"

Featuring Michael Taylor and Michael Green

Feb 24, 2022 • 72 minutes

Essential

Mike Green in Conversation

Mike Green Asks, "What Would Mike Taylor Do?"

Knowing what you own is important. Understanding market players and why they do what they do is essential.

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Featuring Michael Taylor and Michael Green

Feb 24, 2022 • 72 minutes

A crisis of confidence is the Federal Reserve’s worst nightmare, argues Mike Taylor, Portfolio Manager at PINK, the first ETF committed to donating all net profits to breast cancer foundation Susan G. Komen. That crisis would be a direct consequence of too-rapid a pivot to contractionary policy following decades of central bank accommodation. Taylor raises a critical question: Is another financial meltdown imminent? A former scientist who helped develop gene-therapy drugs for the biopharma industry turned hedge fund investor with a 20-year track record in the healthcare and biotech sectors, Taylor joins Mike Green, Chief Strategist and portfolio manager at Simplify, to talk about security analysis and portfolio construction, benchmarking, and the critical importance of understanding major market players and their motivations. Threading a series of fascinating stories from his hedge-fund days and identifying key macro factors impacting share prices, Taylor provides valuable insights on how to boost returns in today’s market.

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A Real Vision original, Mike Green engages in exciting conversations about the big macro topics that matter. Exploring personal passions -- including the US-China relationship that defines modern geopolitics as well as market structure and the question of how short-volume strategies and passive indexation have warped the way markets function -- Mike creates immeasurable value for investors. Never stuck on any one or two themes, he also explores breaking issues sure to shape our understanding of ever-changing financial markets.

More Episodes

A Real Vision original, Mike Green engages in exciting conversations about the big macro topics that matter. Exploring personal passions -- including the US-China relationship that defines modern geopolitics as well as market structure and the question of how short-volume strategies and passive indexation have warped the way markets function -- Mike creates immeasurable value for investors. Never stuck on any one or two themes, he also explores breaking issues sure to shape our understanding of ever-changing financial markets.

More Episodes

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