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by trogdor 552 days ago
I am interested in learning about what you are referring to, but you linked his entire Substack and Twitter account. Would you please link a specific post?
1 comments
corford 541 days ago
This recent interview covers some of it: https://www.youtube.com/watch?v=MUSv2gdqX-Q (from ~40 mins in). Also these podcasts for more depth: https://www.investmentmagazine.com.au/2021/07/passive-flows-... & https://advisoranalyst.com/2021/11/24/26-michael-green-the-i... & https://omny.fm/shows/masters-in-business/mike-greene-on-why...
link