MacroVoices #532 Mike Green: Record Mechanical Flows

About this episode

Erik Townsend and Patrick Ceresna discuss market dynamics with guest Mike Green, focusing on the S&P 500's performance amidst geopolitical tensions and the implications of passive investing.

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They discuss why the Hormuz crisis hasn’t derailed the S&P 500’s surge to new all-time highs, Mike’s disagreement with secular-inflation forecasts, why Kevin Warsh could be more likely to cut rates aggressively than hike, and the unintended consequences of passive investing through index funds. https://bit.ly/3R6TDhH 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4fm8rTu ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

People in this episode

Hosts: Erik Townsend, Patrick Ceresna

Guest: Mike Green

Topics covered

• S&P 500
• inflation forecasts
• passive investing
• index funds
• Hormuz crisis
• rate cuts

Keywords

• S&P 500
• Hormuz crisis
• inflation
• passive investing
• index funds
• Kevin Warsh
• rate cuts

Mentioned in this episode

Organizations: Big Picture Trading, Youtube, Substack

More episodes of Macro Voices

• MacroVoices #536 Larry Mcdonald: The Migration is Upon us · June 11, 2026 · 1h 20m
• MacroVoices #535 Michael Every: NAFTA and NAPTHA – Warcraft & Fartcraft · June 4, 2026 · 1h 37m
• MacroVoices #534 Dr. Pippa Malmgren: Superpower War or Superpower Hug? · May 28, 2026 · 1h 50m
• MacroVoices #533 Morgan Downey: The Return of Oil 101 · May 21, 2026 · 1h 23m
• MacroVoices #531 Louis-Vincent Gave: Semiconductors, AI & Iran Conflict · May 7, 2026 · 1h 19m
• MacroVoices #530 Daniel Lacalle: China and The Us Will Decide The Outcome of The Iran War · April 30, 2026 · 1h 14m