
#135 - Michael Green - The Benchmark That Broke America
By Peter McCormack
Aired Dec 11, 2025 · 2h 45m · Last boosted Dec 21, 2025
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Mike Green is a macro strategist known for his work on market structure, benchmark distortions, passive flows and systemic fragility. A single benchmark shaped American markets and policy for decades and economist Mike Green believes it distorted risk, inflated asset prices, weakened the middle class and misled policymakers about the true state of the economy. In this conversation, he breaks down how a flawed model became accepted as truth, how it quietly rewired incentives, and why he thinks the consequences are now impossible to ignore. In this episode we discuss: – What the "broken benchmark" actually is...
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