The Great Rotation Stocks to Consumption

Published on
March 9th, 2017
Duration
67 minutes


The Great Rotation Stocks to Consumption

The Interview ·
Featuring Michael Green

Published on: March 9th, 2017 • Duration: 67 minutes

Michael Green, Portfolio Manager at Thiel Macro, has a stark warning for investors, as demographic forces combine with what has been a trillion-dollar rotation from active to passive managers over the past 12 months. As baby boomers pass the age of seventy they are hugely incentivized to stop working and as withdrawals step up, the selling increases, in the move from financial assets to consumption. Filmed on February 18, 2017 in the Cayman Islands.