MacroVoices #506 Mike Green: Volatility, High-Yield, Precious Metals & More

Macro Voices Episode 506, released on November 13th, 2025, features an interview with Mike Green, Chief Strategist at Simplify Asset Management, who discusses market momentum driven by passive investing, bond volatility, energy markets, and the relationship between the U.S. and China. Green suggests that passive investing is artificially inflating equity prices and expresses concerns about high-yield bonds and potential risks in covered call strategies. The hosts also discuss uranium miners, economic data, the dollar, crude oil, gold, and treasury notes, providing technical analysis and trading strategies.

Outlines

Part 1: Market Dynamics and Fixed Income

Part 2: Geopolitics and Alternative Assets

Part 3: Market Analysis and Outlook

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Macro Voices

Part 1: Market Dynamics and Fixed Income

Introduction to Market Dynamics and Passive Investing

Sustainability of Market Momentum and Bond Volatility

High-Yield Bond Market Dynamics and Credit Distress

Fixed Income Strategies and Covered Call Risks

Part 2: Geopolitics and Alternative Assets

Energy Market Outlook and Drivers of Gold and Silver Rally

US-China Relations and Trade Dynamics

Stablecoins, Bitcoin, and Simplify Asset Management

Simplify Asset Management Products and Trade of the Week Introduction

Part 3: Market Analysis and Outlook

Equity Market Analysis and Economic Data Caution

Dollar, Crude Oil, and Gold Market Analysis

Uranium and Treasury Note Analysis

Concluding Remarks and Contact Information

MacroVoices #506 Mike Green: Volatility, High-Yield, Precious Metals & More

Macro Voices

Part 1: Market Dynamics and Fixed Income

00:01Introduction to Market Dynamics and Passive Investing

Introduction to Market Dynamics and Passive Investing

04:47Sustainability of Market Momentum and Bond Volatility

Sustainability of Market Momentum and Bond Volatility

08:06High-Yield Bond Market Dynamics and Credit Distress

High-Yield Bond Market Dynamics and Credit Distress

13:10Fixed Income Strategies and Covered Call Risks

Fixed Income Strategies and Covered Call Risks

Part 2: Geopolitics and Alternative Assets

19:00Energy Market Outlook and Drivers of Gold and Silver Rally

Energy Market Outlook and Drivers of Gold and Silver Rally

24:22US-China Relations and Trade Dynamics

US-China Relations and Trade Dynamics

28:25Stablecoins, Bitcoin, and Simplify Asset Management

Stablecoins, Bitcoin, and Simplify Asset Management

35:30Simplify Asset Management Products and Trade of the Week Introduction

Simplify Asset Management Products and Trade of the Week Introduction

Part 3: Market Analysis and Outlook

40:49Equity Market Analysis and Economic Data Caution

Equity Market Analysis and Economic Data Caution

44:26Dollar, Crude Oil, and Gold Market Analysis

Dollar, Crude Oil, and Gold Market Analysis

50:05Uranium and Treasury Note Analysis

Uranium and Treasury Note Analysis

55:06Concluding Remarks and Contact Information

Concluding Remarks and Contact Information