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BULLISHSubstantive discussion · 3/5

New ETF strategy to exploit passive market impact

Michael Green presented a thesis that a new US large-cap ETF strategy, weighted by exposure to passive fund flows, can outperform traditional market-cap weighting.

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The story so far
OPEN · 2 MENTIONS · 2 SHOWS
  1. 11 AUG 2026 · 1W AGO · FIRST HEARD
    BLOOMBERG SURVEILLANCE
    • New ETF strategy to exploit passive market impact · THIS IDEA
  2. 15 AUG 2026 · 3D AGO
    THOUGHTFUL MONEY
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD
NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE