Loved the conversation. The meandering nature of it and going through various issues and going deep into the technicals of most of those was mind-blowing. This is the second cast that I've watched of your channel and really loving it. Awesome stuff for those who love the depths of the abyss to sniff out the valuable stuff. Mike green is a really good interviewee and provides valuable insights. Thanks guys. Loved it. Also wanted to add to Mike green's narrative of population degrowth in developing countries. The dominantly large rural population of developing countries, views children differently than the western world. For them, each additional child is an addition to higher chance of future revenue, especially when they're older. Can attest to that fact, living in India and knowing the demographic thought process. Children in that context are viewed as an asset rather than a liability. That difference of thought process needs to be factored in.
Lol, the selling the shoulder buying the tail seems like a dig at Chris Cole idea of selling what he calls the first order/linear risk to buy the more convex second order risk...would be very intersting to have a convo between Chris Cole and Mike Green on how to best diminish the cost of carry of being long vol
I wish I was able to just give logica my money but instead I have to try to implement a similar strategy on my own because I believe it’s the right outlook
Loved the conversation. The meandering nature of it and going through various issues and going deep into the technicals of most of those was mind-blowing. This is the second cast that I've watched of your channel and really loving it. Awesome stuff for those who love the depths of the abyss to sniff out the valuable stuff. Mike green is a really good interviewee and provides valuable insights. Thanks guys. Loved it.
Also wanted to add to Mike green's narrative of population degrowth in developing countries. The dominantly large rural population of developing countries, views children differently than the western world. For them, each additional child is an addition to higher chance of future revenue, especially when they're older. Can attest to that fact, living in India and knowing the demographic thought process. Children in that context are viewed as an asset rather than a liability. That difference of thought process needs to be factored in.
Excellent conversation! Thanks everyone.
great discussion, Mike Green covered a lot of topics I was always really interested in hearing him talk about. Hope to have another round eventually
Haven't heard one podcast where Green doesn't outshine everyone on it
Always great to hear from Mike Green. It’s a real shame the host didn’t do more homework. Came across very unprepared
Never seen a podcast with this guy end on time
Lol, the selling the shoulder buying the tail seems like a dig at Chris Cole idea of selling what he calls the first order/linear risk to buy the more convex second order risk...would be very intersting to have a convo between Chris Cole and Mike Green on how to best diminish the cost of carry of being long vol
I wish I was able to just give logica my money but instead I have to try to implement a similar strategy on my own because I believe it’s the right outlook
Where did all these views come from?