Mike Green Asks, “What Would Mike Taylor Do?”

Mike Green in Conversation ·
Featuring Michael Taylor and Michael Green

Published on: February 24th, 2022 • Duration: 73 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.