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•The Essential Conversation
The Great Rotation Stocks to Consumption
The Great Rotation Stocks to Consumption
Featuring Michael Green
Mar 09, 2017 • 66 minutes
Michael Green, Portfolio Manager at Thiel Macro, has a stark warning for investors, as demographic forces combine with what has been a trillion-dollar rotation from active to passive managers over the past 12 months. As baby boomers pass the age of seventy they are hugely incentivized to stop working and as withdrawals step up, the selling increases, in the move from financial assets to consumption. Filmed on February 18, 2017 in the Cayman Islands.
Show MoreThe Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.
More EpisodesThe Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.
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