Episode Details

Is the bond market really warning of a U.S. debt crisis — or are investors misreading a distorted market signal? Michael Green, Chief Strategist and Portfolio Manager at Simplify Asset Management, joins Maggie Lake to explain why passive investing, regulation, and hidden leverage may be warping the way markets price risk. He argues that what many see as a collapse warning in long-term bonds may actually be a mechanical consequence of how capital is being allocated. Green also breaks down why investors may be ignoring one of the clearest retirement opportunities in years, why liquidity is weakening beneath mega-cap stocks, and why he believes the “real craziness” in markets may still be ahead. 💡Michael Green warns that passive investing, hidden leverage, and distorted market signals may be leaving investors exposed to risks they don’t fully see. Make sure your portfolio is prepared — get a free review with Wealthion’s trusted financial advisors at https://bit.ly/4wYAhfe 💡Michael Green warns that broken market signals, passive investing flows, and hidden leverage could create serious risks for traditional portfolios. For investors looking beyond stocks and bonds, join Wealthion’s Real Assets Community for exclusive real-assets research and interviews: https://bit.ly/4v5NctY Chapters: 00:00 — Michael Green’s Warning: Market Signals Are Broken 00:39 — Why Mike Wrote an Open Letter to the Treasury Secretary 01:04 — The Distortion Spreading Into the Bond Market 01:25 — Why a 5% 30-Year Bond Should Be Attracting Buyers 02:08 — Why Institutions Still Aren’t Changing Allocations 02:30 — How Passive Bond Indexing Creates Distortions 03:01 — Why Low-Coupon Bonds Are Being Ignored 03:36 — Are Investors Misreading the U.S. Debt Crisis? 04:47 — Passive Investing and the Breakdown of Price Signals 05:26 — Is the 60/40 Portfolio Really Dead? 06:12 — Why the 30-Year Bond May Help Retirees 07:04 — Why Investors Are Chasing Stocks Over Safer Yield 08:01 — Is the Government Bond Market Dysfunctional Globally? 09:27 — Mike’s “Golden Retriever” Explanation of Bond Prices 10:20 — Why Lower Bond Prices Don’t Mean Credit Distress Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

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