What podcasts say about Mike Green

Every statement, with the speaker, the exact quote and the moment it was said.

What Mike Green has said on podcasts

43 statements · 15 positive · 20 negative · 4 mixed · 4 neutral

on Market rallyPositiveNov 6, 2026· Excess Returns
The market rally primarily reflected removal of election hedges.
“the rally today can largely be thought of, in my view, at least as a reaction to the removal of those hedges”
Listen at 2:33
Open the episode · Mike Green on Passive Flows, Market Concentration and What Could Change the Cycle
on Midterm electorateNeutralNov 6, 2026· Excess Returns
The electorate voted for a shift toward the political center.
“rather than an effective shift towards the center, which is what I think is fairly clear that the electorate voted for”
Listen at 2:53
Open the episode · Mike Green on Passive Flows, Market Concentration and What Could Change the Cycle
on Indexing and low-float securitiesNegativeNov 6, 2026· Excess Returns
Indexing creates artificial demand by overweighting low-float securities.
“We created conditions for false demand through the overweighting of low float securities into the index”
Listen at 4:33
Open the episode · Mike Green on Passive Flows, Market Concentration and What Could Change the Cycle
on initial public offering (IPO)MixedNov 6, 2026· Excess Returns
Small offerings increasingly fail while giant offerings succeed.
“small IBOs can't be completed successfully, and the giant IBOs are being completed successfully”
Listen at 4:46
Open the episode · Mike Green on Passive Flows, Market Concentration and What Could Change the Cycle
on Index inclusionNegativeNov 6, 2026· Excess Returns
Index inclusion can force trillions of capital into a security at amplified weights.
“trillions of capital are going to be forced to overweight a new index inclusion to, you know, a 3x measure”
Listen at 5:19
Open the episode · Mike Green on Passive Flows, Market Concentration and What Could Change the Cycle
on IPO market mechanicsPositiveNov 6, 2026· Excess Returns
Market mechanics facilitate issuance and IPO completion regardless of fundamentals.
“we've created a mechanical system that facilitates the issuance and the IPO”
Listen at 5:50
Open the episode · Mike Green on Passive Flows, Market Concentration and What Could Change the Cycle
on Upcoming IPOsPositiveNov 6, 2026· Excess Returns
The upcoming IPOs will complete smoothly.
“these IPOs will go off without a hitch”
Listen at 6:59
Open the episode · Mike Green on Passive Flows, Market Concentration and What Could Change the Cycle
on AI complexPositiveNov 6, 2026· Excess Returns
Successful IPOs will generate a relief rally in AI-related assets.
“they will naturally create a relief rally in the AI complex”
Listen at 7:02
Open the episode · Mike Green on Passive Flows, Market Concentration and What Could Change the Cycle
on Current market systemPositiveNov 6, 2026· Excess Returns
The current market system will likely produce another unexpected surge.
“We are likely to see at least one more gasp of this system that defies all expectations”
Listen at 7:12
Open the episode · Mike Green on Passive Flows, Market Concentration and What Could Change the Cycle
on California employmentNegativeNov 6, 2026· Excess Returns
California employment has contracted for nine consecutive months.
“California's employment numbers are actually contracting now for nine consecutive months”
Listen at 7:37
Open the episode · Mike Green on Passive Flows, Market Concentration and What Could Change the Cycle
on Job Openings and Labor Turnover SurveyNegativeNov 6, 2026· Excess Returns
The latest JOLTS survey had a 25% response rate.
“the JOLTS survey, which had a 25% response rate in this last survey”
Listen at 8:05
Open the episode · Mike Green on Passive Flows, Market Concentration and What Could Change the Cycle
on Employment conditionsNegativeNov 6, 2026· Excess Returns
Weak employment conditions are increasing social stress reflected in sentiment data.
“under any circumstance is not a healthy environment is creating increased stress that shows up in the sentiment data”
Listen at 8:39
Open the episode · Mike Green on Passive Flows, Market Concentration and What Could Change the Cycle
on Economic hard dataNeutralNov 6, 2026· Excess Returns
Aggregate economic data reflects dollars rather than the number of participating people.
“The hard data simply tells us How many dollars are being voted, not how many people are voting in that manner.”
Listen at 9:23
Open the episode · Mike Green on Passive Flows, Market Concentration and What Could Change the Cycle
on Retail investment platformsNegativeNov 6, 2026· Excess Returns
Weak security performance has reduced retail platforms’ ability to market IPO structures.
“the ability of those platforms to effectively market those types of structures has been weakened by the core performance of the securities and public”
Listen at 10:37
Open the episode · Mike Green on Passive Flows, Market Concentration and What Could Change the Cycle
on Large IPOsPositiveNov 6, 2026· Excess Returns
Large IPO completion is now largely mechanical and highly probable.
“the large IPOs being facilitated is largely mechanical at this point and highly probable”
Listen at 10:56
Open the episode · Mike Green on Passive Flows, Market Concentration and What Could Change the Cycle
on IPO access by company sizeMixedNov 6, 2026· Excess Returns
A trillion-dollar company can go public more easily than a $500 million company.
“it's easier to get a trillion dollar company public than it is to get a 500 million dollar company public”
Listen at 11:06
Open the episode · Mike Green on Passive Flows, Market Concentration and What Could Change the Cycle
on ValuationNeutralNov 6, 2026· Excess Returns
Valuation ultimately constrains how far market prices can extend.
“valuation is ultimately true and it does, you know, create constraints on how far the system can extend”
Listen at 13:36
Open the episode · Mike Green on Passive Flows, Market Concentration and What Could Change the Cycle
on Tier One passive-aware investment frameworkPositiveNov 6, 2026· Excess Returns
Tier One prioritizes liquidity and passive-flow analysis in its investment framework.
“creating a, what we refer to as a passive aware investment framework in which the understanding of that liquidity and those flows is sitting as a primacy of our analysis”
Listen at 21:52
Open the episode · Mike Green on Passive Flows, Market Concentration and What Could Change the Cycle
on Tier One fund-flow trackingPositiveNov 6, 2026· Excess Returns
Tier One tracks flows across approximately 4,000 ETFs and funds.
“The universe is now up to about 4,000 ETFs and funds that we are actually tracking those flows on as close to a daily basis as we possibly can”
Listen at 23:58
Open the episode · Mike Green on Passive Flows, Market Concentration and What Could Change the Cycle
on U.S. oil refiningNegativeNov 6, 2026· Excess Returns
U.S. refining underinvestment persists despite sharply higher domestic oil production.
“underinvesting refining operations, even as we radically increase production of oil itself in the United States”
Listen at 28:44
Open the episode · Mike Green on Passive Flows, Market Concentration and What Could Change the Cycle
on Energy infrastructure frictionsNegativeNov 6, 2026· Excess Returns
Energy infrastructure and processing frictions raise prices.
“Those frictions are what show off as higher prices in many situations.”
Listen at 29:33
Open the episode · Mike Green on Passive Flows, Market Concentration and What Could Change the Cycle
on Monopoly pricingNegativeNov 6, 2026· Excess Returns
Monopolies price according to average total cost rather than marginal cost.
“monopoly is by definition produced to average total cost, not marginal cost”
Listen at 29:42
Open the episode · Mike Green on Passive Flows, Market Concentration and What Could Change the Cycle
on Monopoly producersNegativeNov 6, 2026· Excess Returns
Monopolies can pass higher input costs through to consumers, accelerating price increases.
“They are going to be able to not only pass those costs through, pass them through to freemium, and that shows up as rapidly rising prices in various areas.”
Listen at 30:53
Open the episode · Mike Green on Passive Flows, Market Concentration and What Could Change the Cycle
on Automobile insurance costsNegativeNov 6, 2026· Excess Returns
Automobile price increases raise insurance costs with a one-year lag.
“insurance costs are going to go up with a one-year lag to increases in automobile prices”
Listen at 31:24
Open the episode · Mike Green on Passive Flows, Market Concentration and What Could Change the Cycle
on Egg pricesMixedNov 6, 2026· Excess Returns
Interpretations of egg-price inflation depend on the comparison perspective.
“It all depends on your perspective.”
Listen at 32:37
Open the episode · Mike Green on Passive Flows, Market Concentration and What Could Change the Cycle
on MarketsNeutralNov 6, 2026· Excess Returns
Regulations and participation rules define how markets operate.
“all markets are defined by regulations and the rules around this to determine who is able to participate”
Listen at 38:46
Open the episode · Mike Green on Passive Flows, Market Concentration and What Could Change the Cycle
on MarketsNegativeNov 6, 2026· Excess Returns
Markets are never free of rules and regulation.
“Markets are never free.”
Listen at 39:32
Open the episode · Mike Green on Passive Flows, Market Concentration and What Could Change the Cycle
on Bond market aggregateNegativeNov 6, 2026· Excess Returns
Aggregate bond-market buying can cause participants to demand higher interest rates.
“We are now turning to the bond market and saying, hey, what would you like, higher interest rates or lower interest rates? Well, bond market participants and natural reactions pay us more.”
Listen at 40:08
Open the episode · Mike Green on Passive Flows, Market Concentration and What Could Change the Cycle
on Tier One core productPositiveNov 6, 2026· Excess Returns
Tier One’s core product targets benchmark-like exposure with roughly 1% tracking error for 1% alpha.
“a, you know. bio-identical to large-cap U.S. equity exposure that simply tilts it slightly, giving up a little bit of tripe error, roughly 1% tripe error in exchange for what we believe is roughly 1% alpha”
Listen at 43:12
Open the episode · Mike Green on Passive Flows, Market Concentration and What Could Change the Cycle
on Tier One managed-futures strategyPositiveNov 6, 2026· Excess Returns
Tier One’s managed-futures exposure targets negative equity correlation and positive expected returns.
“the managed futures exposure that was custom built to have a negative structural correlation with equities while still delivering a positive expected return”
Listen at 43:36
Open the episode · Mike Green on Passive Flows, Market Concentration and What Could Change the Cycle

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.