#32 Mike Green - Portfolio Manager and Chief Strategist, Simplify Asset Management (recorded 07/07/25)
Update: 2025-07-08
Description
One of the most intellectual discussions with a guest about all things money. Jim, Talley, and Jimmy have a ball talking about the markets, the “Volmageddon” trade that netted $244m for Thiel Macro, Ai, Bitcoin, and more with Mike. It’s a must listen to hear from one of the industries most celebrated investors among the hedge fund followers. We also discuss the passive vs. active debate but in a way that considers very different aspects that are not spoken about frequently. Mike’s new book coming out this fall/winter will provide a provocative view around this issue.
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