The Great Rotation Stocks to Consumption
Featuring Michael Green
Published on: March 9th, 2017 • Duration: 67 minutesMichael 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.