# Mike Green: AI is fueling another 1987 market CRASH!

Page: https://stenobird.com/podcast/full-signal-7568617/mike-green-ai-is-fueling-another-1987-market-crash
Text version: https://stenobird.com/podcast/full-signal-7568617/mike-green-ai-is-fueling-another-1987-market-crash.md
Podcast: [Full Signal](https://stenobird.com/podcast/full-signal-7568617)
Published: 2026-07-08T12:54:45+00:00
Episode link: https://podcasters.spotify.com/pod/show/philrosen/episodes/Mike-Green-AI-is-fueling-another-1987-market-CRASH-e3lpqq8
Audio file: https://anchor.fm/s/10b3e31fc/podcast/play/122530056/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-7%2F427549886-44100-2-cc2d59dd240d4.mp3
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JSON: https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/mike-green-ai-is-fueling-another-1987-market-crash
Duration seconds: 2609

## Resource

Michael Green is the chief strategist and portfolio manager at Simplify Asset Management, and authors the Substack called "Yes I give a Fig." He joins Phil Rosen on Full Signal to discuss hidden risks of the AI boom, how passive investing is bidding up the AI bubble, why he's bullish on new technology but cautious on its impact for investors, and more. Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ TIMESTAMPS: 0:00 - Caution on AI bull market 2:57 - AI's real value 5:38 - Nvidia's vendor financing 7:47 - The China threat 9:39 - Should investors sit out? 11:29 - Passive investing risks 13:17 - Are stocks actually cheap? 15:57 - 1987 crash parallels 19:17 - Are markets broken? 24:08 - Passive flows and leverage 26:10 - Can regulators step in? 28:21 - Building a new portfolio today 32:09 - Inflation vs. deflation 36:35 - American economic opportunity 42:32 - Mike's new book #podcast #investing #markets #macro #stocks #bitcoin #fed

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## Transcript

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