00:00:31 How Mike researched and developed his theory of a market bubble in passive investing/ index investing? Are markets about information or transactions?
00:08:01 Is the bubble of investing just a (bigger) change of the NIFTY fifty or the NASDAQ bubble in the 2000’s?
00:13:53 Does Mike’s theory of passive investing predict higher volatility due to the changes in market structure?
00:19:22 Is our low productivity growth linked to inefficient capital allocation due to passive investing skewing investments? Is the Fed to blame for the asset bubbles?
00:26:57 Is the Fed’s own forecast model broken now that markets follow a flow model much more than a valuation model?
00:31:01 Is our retirement model the problem or the solution? Is a future crash inevitable? Is the small enterprise dead forever?
00:39:13 How should contrarian investors position themselves? How committed can one be to an ‘impending bubble’?
00:47:45 What is America’s contribution to the world? Does China now have the better approach to capitalism? Can we ever come up with companies that do things cheap and better (instead of just better)?
00:55:05 Are societal changes solely to blame for changes in productivity growth?
01:01:01 Can longevity research (and the ability to live forever) change how the world will grow?
01:09:01 Should we always be ‘smart investors’ or is ‘going with the crowd’ often better? What are the dilemmas of the contrarian or cataclysmic investor? How do high profile investors deal with this?
01:21:10 What other bubbles does Mike see in today’s market and how can retail investors trade against such a bubble formation (if they choose to do so)?
01:26:48 Will China start a hot war in Asia in the next 15 years? Will trade (and China’s trading partners) matter? How is the chess board stacked towards such a war. What are China’s incentives?
Mike Green has been a student of markets and market structure for nearly 30 years. Mike works with Simplify to create ETF products that give retail investors an edge. Before that Mike has worked with Logica Capital Advisers and Thiel Macro.
00:01:00 How Thaddeus got into philosophy and theology in the first place?
00:05:45 How political pluralism should work? Is the US actually pluralistic?
00:12:23 Has liberalism built a super structure of metaethics on top of religions. Are religions (too) boxed in by the liberal structure? How has our consciousness already been changed by this structure?
00:19:13 Is the treatment of religions and reality comparable? How should philosophy deal with quantum physics?
00:30:03 What did postmodernism contribute to the current state of philosophy?
00:35:03 What did Friedrich Nietzsche really try to tell us in ‘Thus Spoke Zarathustra’? How much of his depression should be attributed Christianity?
00:39:03 Why are so many people falling out with active Christianity? Is it connected to the different role of idolatry (the replacement of the divine) between the older Abrahamic religions and the New Testament?
00:45:02 What kind of love is the most fulfilling – self-centered or selfless?
00:51:02 How does Ayn Rand’s philosophy (Objectivism) fit into the high regard that is given to selfless love by philosophers? Is altruism self love or selflessness?
00:53:01 Why do we have this endless potential of addiction? Is addiction a coping mechanism for reality? Does it help us reconcile long-term and short-term goals? Is it better than being stuck in place?
00:57:34 Is religion a system of societal error correction? Do religions give you better life goals (and free you of addictions). Have religions become too lazy and are not challenged enough? Has postmodernism shown us how uncontested religious ideas are a problem?
01:07:13 Is the catholic church a good model for a ‘world government’?
00:03:30 What regulation should we employ in the financial industry? Does it make us more safe?
00:10:57 How Max got into his current career and what he has learned from his interviewees.
00:17:01 Is the world going crazy? Is the ‘attentionalism’ already changing people and is the financial industry a good showcase for this? Is ‘career risk’ actually the most important part of financial decision making? How should ‘risk taking’ work in the financial industry?
00:27:00 What is the state of financial media? Why is holding up better than other parts of journalism?
00:36:01 Which opportunities are available in the finance sector? Are entrepreneurial opportunities in other sectors of the economy really harder to come by than a few decades ago?
00:41:16 Will machines take over everything but marketing and sales? Are humans competitive vs. machines in terms of making complex decisions?
00:56:16 Will we see the ‘rise of independent curators’ in the financial industry?
01:10:30 Have preferences for earning money changed? Is quality of life more important than high earnings?
01:20:11 Will exploring new planets (and the possibilities of discovering assets) change the society on earth forever?