Michael Green

speaker

318 appearances 3 recordings 1 series first heard Dec 2025 last heard today

Michael Green’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Sep 2026 with 1.

Appearances

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Prof G Markets · Wall Street Veteran: The Bond Sell-Off Is A Buying Opportunity · 29 Sep 2026 podcast

We are seeing the opposite of what that hypothesis would suggest.

And unfortunately, people want to bury their narrative and maintain their morality where they're saying this is deserved.

That's not correct.

This is mathematical.

I do think it's a buying opportunity, but I think it's important to recognize that a buying opportunity in the process of a mechanical sell-off, you can't know where this is going to stop.

You have to ultimately identify the behaviors that will change around it.

And again, this is the core problem with a passive investment strategy and a systematic rebalancing.

It has no mechanism for those types of overrides.

And so this can go quite a bit further if we continue to maintain our investment strategies in this manner and if the central bankers

don't wake up and recognize that hiking interest rates in no way will address fears of inflation around a war in the Middle East.

In fact, it makes it harder for the investments that would ameliorate the conditions of that energy shortage and tightness.

This is terrible policy.

We are pursuing it without thought and we're reacting because we want people to like us.

That is really what Kevin Warsh is doing.

He's saying, I'm going to show that I'm tough and I'm credible.

And I want my colleagues to respect me even as he does exactly the wrong thing.

I actually think it's not just the useless.

I think it's actually counterproductive.

By increasing interest rates, you're actually increasing the fiscal transfers in the United States.

More money is going to flow to those who are already resourced and have significant money market fund assets or bond assets or bill assets, shorter dated securities.

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