The 'everything bubble' poses a bigger risk than AI, $11 billion strategist says

Mike Green, chief strategist of the $11 billion firm Simplify Asset Management, joins Phil Rosen for the first episode of Full Signal. We discuss the biggest risks in today’s market, how passive investing is fueling an "everything bubble" and driving asset prices above their fair value, hidden economic issues, why Bitcoin isn't what you think it is, and the parallels between the AI boom and dot-com bubble. Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/ Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ 0:00 - Intro 0:27 - The biggest risks in markets 1:17 - Passive investing is inflating asset prices 3:34 - What's the tipping point to the passive investing bubble? 8:50 - Rising earnings are masking weakness 13:30 - AI vs. the dot-com bubble 15:03 - The role of 401(k)s in the "everything bubble" 25:46 - Bitcoin criticisms 30:35 - Conclusion #podcast #investing #markets #macro #stocks #bitcoin #fed