Macro Voices· Folge 1325

MacroVoices #532 Mike Green: Record Mechanical Flows

Donnerstag, 14. Mai 2026 · 1 h 47

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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. bit.ly/3R6TDhH

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