Macro Voices
Macro Voices
Hedge Fund Manager Erik Townsend
MacroVoices #532 Mike Green: Record Mechanical Flows
1 hour 46 minutes Posted May 14, 2026 at 4:45 pm.
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Show notes
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
 
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