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Erik Townsend and Patrick Ceresna welcome Mike Green to MacroVoices. Erik and Mike discuss:

  • Active vs passive investing dynamics
  • Is QE what’s driving the stock market and how does MMT fit in
  • Will MMT bring runaway inflation and what are the implications?
  • Is the bond bull market coming to an end?
  • What investors should look out for during a period of hyperinflation
  • Outlook on gold
  • Potential risks and threats of U.S. dollar losing its reserve currency status
  • Perspectives on digital currency 

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Michael Green - Partner, Chief Strategist / PM

Michael has been a student of markets and market structure, for nearly 30 years. His proprietary research into the shift from actively managed portfolios and investment funds to systematic passive investment strategies has been presented to the Federal Reserve, the BIS, the IMF and numerous other industry groups and associations.

 Michael joined Logica in January 2020 after serving as portfolio manager for Thiel Macro, LLC, an investment firm that manages the personal capital of Peter Thiel.  Prior to Thiel, Michael founded Ice Farm Capital, a discretionary global macro hedge fund seeded by Soros Family Management.  From 2006-2014, Michael founded and managed the New York office of Canyon Capital Advisors, a $23B multi-strategy hedge fund based in Los Angeles, CA, where he established their global macro strategies, managing in excess of $5B of exposure across equity, credit, FX, commodity and derivative markets.

In addition to his work as a market theorist and portfolio manager, Michael has been noted for his work as a public speaker and financial media participant.  He is a graduate of the Wharton School at the University of Pennsylvania and a CFA holder.

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