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Mike Green

Discussion List

  • Weston Nakamura
    Options Comments pulled from FoL channel from Mike Green
    In Tom Thornton and Mike Green's panel,@John Sundheim asked the following question which I wanted to highlight, as Mike responded  in great depth immediately following the session. Want to share with those who may have missed it: John Sundheim question:  In Summary can Mike and Tom verbalize a short list of the criteria mentioned with terms like "25 delta" and asymmetric payouts given a little more detail. Mike Green: Short list of the criteria: 1. Buy an option that matches your …
    Weston Nakamura 1 view 12 comments Most recent by matt_d Real Vision
  • sam_c
    sam_c 1 view 0 comments Started by sam_c Real Vision
  • Real Vision
    Marko Papic, partner and chief strategist at Clocktower Group, joins Michael Green to discuss how...
    Marko Papic, partner and chief strategist at Clocktower Group, joins Michael Green to discuss how and why geopolitics will have major effects on markets in the coming years with a particular focus on U.S.-China relations. They discuss everything from Taiwan and the issue of semiconductor supply chains to other actors like Russia as well as the merits and faults of Cold War analogies. They also touch on what Papic calls "the most important macro chart of this cycle" and the domestic is…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • Weston Nakamura
    Exchange Weekend Roundup: Deflationary Printing, Unholy VIX, Arch-EGO
    https://vimeo.com/532701734Key Videos of the Week • Lacy Hunt & Danielle DiMartino Booth: Disinflationary headwinds against rising yields, 2 quarter growth head-fake, global supply chain & aging/birthrate demographic hit (Video Link Here) • Chris Cole & Mike Green: “Unholy Trinity,” VIX in 2020, Insolvency, BTC “what if,” Dragon Portfolio 2020 performance (Video Link Here) Archegos Coverage •RVDB Tues: Tony Greer de-risking (Video Link Here) •RVDB Wed PART 1 of 2: @Weston Nakam…
    Weston Nakamura 1 view 15 comments Most recent by john_s Real Vision
  • Real Vision
    Chris Cole, founder and CIO of Artemis Capital Management, sits down with Michael Green to discus...
    Chris Cole, founder and CIO of Artemis Capital Management, sits down with Michael Green to discuss why he views volatility as the ultimate expression of illiquidity and insolvency. Together, they explore how the Fed’s actions in 2020 swiftly stomped out both of these risks, explain how structural dynamics resulted in rapid equity price appreciation over the last year, and take a closer look at volatility and the options market and what Cole describes as a "bull market in fear". They a…
    Real Vision 3 views 1 comment Most recent by sam_c Real Vision
  • Weston Nakamura
    Exchange Week Roundup: Yields & Curve Control
    https://vimeo.com/523517057 TPX Banks Weekly Roundup Videos on Yields, Yield Curve Control • Mike Green & Harley Bassman Video: Rates Volatility and Convexity  +  Harley Bassman Slide Deck Link + @Craig P  Post on Yield Curve  • Dominic Frisby and Raoul Pal  Video : Taxes = Everything  • Chris Whalen and Edward Harrison Video: Update on Banks • Peter Boockvar, James Bianco, and Ed Harrison Video: YCC • RVDB Fri w/ Ash Bennington Raoul Pal  Video: Painting = Canvas + Paint + Fucking …
    Weston Nakamura 2 views 23 comments Most recent by Weston Nakamura Real Vision
  • Real Vision
    With bonds selling off alongside equities and the volatility of both asset classes rising, there ...
    With bonds selling off alongside equities and the volatility of both asset classes rising, there is perhaps no better time to hear from The Convexity Maven himself, Harley Bassman. In this interview with Logica Capital Advisors partner, chief strategist, and PM Mike Green, Bassman outlines his view that this move higher in rates is the bond market finally moving towards the "right" price after a decade of interest rate suppression. Green and Bassman discuss the positive and negative c…
    Real Vision 1 view 3 comments Most recent by James Fleay Real Vision
  • Real Vision
    WHAT’S REALLY DRIVING CHINA’S STRATEGIC OBJECTIVES?Taylor Fravel and Michael Green
    https://vimeo.com/518634011M. Taylor Fravel, Arthur and Ruth Sloan Professor of Political Science and director of the MIT Security Studies Program, sits down with his long-time friend Mike Green of Logica Capital Advisors to discuss a multitude of factors affecting China's strategic objectives. Although they examine certain aspects like demographics and the trajectory of growth for China's military, the focus of the interview is on geography and how China’s large number of land borders and thei…
    Real Vision 3 views 1 comment Most recent by sam_c Real Vision
  • Kyle Cooper
    Recession/Depression Escape Strategy & Maybe an Answer to Wealth Inequality: Thought Experiment ...
         I would like to propose a thought experiment...I literally thought of this 10 minutes ago, so it's a rough draft:     In order to stimulate the economy out of recessions/depressions, what if every citizen was given equal amounts of fiscal stimulus cash AND an equivalent debt payment credit at the same time (on regular intervals).  It may or may not require an expiration date...not sure yet.  I assume it would have to be a central bank cryptocurrency or something like that to make this work…
    Kyle Cooper 1 view 3 comments Most recent by Kyle Cooper Real Vision
  • Real Vision
    OPPOSING VIEWS: POMP & MIKE GREEN ON BITCOIN
    Mike Green, chief strategist and portfolio manager at Logica Capital, and Anthony Pompliano, investor at Pomp Investments, join Ash Bennington, Real Vision senior editor, to discuss their opposing views on Bitcoin. They each explain their views on Bitcoin—Pompliano makes the case for Bitcoin being a store of value that should be widely adopted and encouraged by the United States in order to stay competitive globally while Green asserts that Bitcoin is used primarily for nefarious activity and i…
    Real Vision 1 view 2 comments Most recent by christopher_m Real Vision
  • Real Vision
    THE SPAC BOOM APEX, MARKET MEMES, AND THE BIGGEST OPPORTUNITIES IN TECH : Josh Wolfe and Michael ...
    Because of their favorable structure, SPACs have become the vehicle of choice for founders and venture capitalists to bring private startups to the public market—even with the explosion of SPACs in 2020, we are already on record setting pace in 2021. In this interview with Mike Green of Logica Capital, Josh Wolfe of Lux Capital breaks down exactly why the SPAC structure is so favorable and argues that the knock-on effect of an M&A boom will produce the modern equivalent of the AOL-Time Warn…
    Real Vision 1 view 1 comment Most recent by sam_c Real Vision
  • Real Vision
    MIKE GREEN’S 2021 BIG PICTURE OUTLOOK
    Mike Green of Logica Capital kicks off 2021 for Real Vision viewers with this big picture interview taking stock of an eventful 2020 and looking forward to 2021 Click here to watch 
    Real Vision 2 views 2 comments Most recent by Seth Dingle Real Vision
  • nikita_g
    Goodreads on RV: Session 3 - Brent Johnson
    Hi everyone, With year end holidays coming for many of us, this could be a great opportunity to let go of the daily price movements and pick up a great book. Continuing with the book recommendations from some of the best contributors on Real Vision, today our guest is Mr. Brent Johnson aka Santiago Capital on Twitter. As always, this is by no means an exhaustive list. It has been compiled based on direct input from Brent and some of his public appearances. Without further ado and in no particu…
    nikita_g 15 views 3 comments Most recent by sergi_n Real Vision
  • nikita_g
    Goodreads on RV: Session 2 - Mike Green
    Hi there everyone! For the Session 2 of Goodreads on RV I have a special treat - a recommended reading list from Mr. Mike Green himself! Almost every of Mike's interviews has a question in the comments asking for his reading recs. Here are some answers for you! This list is based on Mike's public appearances and personal input as well (thank you Mike) and is by no means exhaustive. This post has been updated Here it is in no particular order: * The Autobiography of Benjamin Franklin by Benj…
    nikita_g 5 views 3 comments Most recent by nikita_g Real Vision
  • sam_c
    Ever listen to an interview with Mike Green, Charlie McElligott or any of the VIX people and be l...
    Ever listen to an interview with Mike Green, Charlie McElligott or any of the VIX people and be like 🤷‍♂️ Wtf are these guys talking about?🤦‍♂️ These Links might help; on Gamma scalping: http://navesinkinternational.com/Articles/Gamma%20Scalping%20101%20-%20Gamma-Theta%20Trading.pdf Based on a GS research piece called "Q&A on Gamma and Option-Driven Equity Flows" https://spotgamma.com/all-you-ever-wanted-to-know-about-gamma/ Lots of good links here (specifically for everything…
    sam_c 1 view 8 comments Most recent by Alejandro Sanz Real Vision