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Show Us Your Portfolio: Mike Green | How a Macro Expert Manges His Own Portfolio

Excess Returns
34K subscribers
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16K views 1 year ago Show Us Your Portfolio
In this episode we talk to Simplify Asset Management's Mike Green about how he manages his personal portfolio. We discuss Mike's macro-based approach and how he has implemented it using an ETF strategy. We cover the unique components within his strategy and how Mike thinks about combining them together into a portfolio. We also talk about how working in the investment business impacts how Mike builds his portfolio, the importance of sabbaticals, his upcoming RV trip, how he is coping with his current lack of cooking tools and a lot more. 00:00 - Intro 02:36 - A high level look at how Mike thinks about his portfolio 05:38 - Mike's upcoming cross country RV trip 08:28 - The benefits of taking sabbaticals 12:33 - Simple vs. complex in investing 16:35 - Payoff structures vs. asset allocation 19:10 - Approaching your portfolio strategy with humility 23:04 - Should investors be scared of leverage? 25:27 - A unique approach to high yield debt investi …...more
...more

Intro

0:00

A high level look at how Mike thinks about his portfolio

2:36

Mike's upcoming cross country RV trip

5:38

The benefits of taking sabbaticals

8:28

Simple vs. complex in investing

12:33

Payoff structures vs. asset allocation

16:35

Approaching your portfolio strategy with humility

19:10

Should investors be scared of leverage?

23:04

A unique approach to high yield debt investing

25:27

Hedging interest rate risk

29:49

How Mike's views on passive investing impact his portfolio construction

31:59

Should valuations matter?

34:43

How David Einhorn has evolved his views on valuation

36:52

How Mike views international exposure

40:24

The role of managed futures in Mike's portfolio

43:49

Gold and volatility harvesting

45:18

How Mike thinks about rebalancing

48:01

What Mike would like to do in his portfolio that he can't yet

51:56

Mike's approach to private equity and real estate

53:42

Mike's views on crypto

56:16

Mike's biggest investing mistake

59:28

What Mike spends money on outside of investing

1:04:36

The one lesson Mike would teach the average investor

1:07:35
Show Us Your Portfolio: Mike Green | How a Macro Expert Manges His Own Portfolio
380Likes
16,988Views
2023May 4
In this episode we talk to Simplify Asset Management's Mike Green about how he manages his personal portfolio. We discuss Mike's macro-based approach and how he has implemented it using an ETF strategy. We cover the unique components within his strategy and how Mike thinks about combining them together into a portfolio. We also talk about how working in the investment business impacts how Mike builds his portfolio, the importance of sabbaticals, his upcoming RV trip, how he is coping with his current lack of cooking tools and a lot more. 00:00 - Intro 02:36 - A high level look at how Mike thinks about his portfolio 05:38 - Mike's upcoming cross country RV trip 08:28 - The benefits of taking sabbaticals 12:33 - Simple vs. complex in investing 16:35 - Payoff structures vs. asset allocation 19:10 - Approaching your portfolio strategy with humility 23:04 - Should investors be scared of leverage? 25:27 - A unique approach to high yield debt investing 29:49 - Hedging interest rate risk 31:59 - How Mike's views on passive investing impact his portfolio construction 34:43 - Should valuations matter? 36:52 - How David Einhorn has evolved his views on valuation 40:24 - How Mike views international exposure 43:49 - The role of managed futures in Mike's portfolio 45:18 - Gold and volatility harvesting 48:01 - How Mike thinks about rebalancing 51:56 - What Mike would like to do in his portfolio that he can't yet 53:42 - Mike's approach to private equity and real estate 56:16 - Mike's views on crypto 59:28 - Mike's biggest investing mistake 01:04:36 - What Mike spends money on outside of investing 01:07:35 - The one lesson Mike would teach the average investor MORE ABOUT SIMPLIFY https://www.simplify.us/ FOLLOW MIKE ON TWITTER   / profplum99   SEE LATEST EPISODES https://www.validea.com/excess-return... FIND OUT MORE ABOUT VALIDEA https://www.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter:   / practicalquant   LinkedIn:   / jack-forehand-8015094   FOLLOW JUSTIN Twitter:   / jjcarbonneau   LinkedIn:   / jcarbonneau  
Show Us Your Portfolio
Excess Returns

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Excess Returns

34K subscribers