01:03:11

EssentialMike Green in Conversation

Why Fundamentals Will Start to Matter Again

Featuring Gordon L. Johnson, Michael Green

Jul 06, 2022 • 63 minutes

103

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Essential

Mike Green in Conversation

Why Fundamentals Will Start to Matter Again

If the Fed can't control inflation, says Gordon Johnson, recession will be the least of concerns for the U.S.

Featuring Gordon L. Johnson, Michael Green

Jul 06, 2022 • 63 minutes

“Tesla,” according to Gordon Johnson, “is the Blackberry of electric vehicles.” And Johnson believes people are finally starting to notice. In this interview with Mike Green, the founder and CEO of GLJ Research lays out his case against Tesla and other speculative stocks, arguing that endless Federal Reserve money-printing and a lack of regulatory oversight have inflated an “everything bubble” that will end with a big collapse. Johnson notes that fundamentals and stock-picking will soon matter again because the Fed is serious about bringing down inflation. And the inevitable recession will weed out companies that shouldn’t be in business. In a fiery conversation, Green and Johnson ultimately agree on the major problems plaguing the U.S. economy and the stock market. But they disagree on how we got to this point and what’s needed to fix it. As Green notes, disagreement is part of what makes a market. And none of us really knows what’s going to happen. Recorded on July 1, 2022. Show More

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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