Markets Aren’t Driven by Fundamentals – Flows Decide Everything | Michael Green

06/01/2026 35 min

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Episode Synopsis

Michael Green explains why passive investing now dominates markets, how a small amount of inflows can create trillions in market value, and why mega-cap stocks keep winning while everything else falls behind.We also discuss capital flows, tariffs, global money moving into the U.S., and what could finally break the flow-driven market in 2026.#StockMarket #Macro #investing ---------------------👨‍💼 Guest: Michael Green🏢 Company: Simplify Asset Management🌎 https://www.simplify.us/𝕏 @profplum99📅 Recording date: January 6th, 2026---------------------📆 Save the Date 📆DEUTSCHE GOLDMESSE May 15 & 16, 2026 in Frankfurt, Germanywww.deutschegoldmesse.com FREE Registration for Investors! ---------------------📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎►► Follow Us! ◄◄Twitter: http://twitter.com/soarfinancialWebsite: http://www.soarfinancial.com/Timestamps (AI generated)00:00 Markets Are Driven by Flows02:15 Why Inflows Matter More Than Earnings03:40 How $700B Created $10T in Market Value07:00 Passive Investing Took Over10:48 Why Winners Keep Winning12:11 What Breaks the Flow Cycle15:25 Tariffs as Capital Controls16:56 Why Money Still Favors the U.S.23:52 Inequality & Market Stability29:36 Where Markets Go Next*Disclaimer:*Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag coi (short for conflict of interest).Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.#StockMarket #Macro #Investing #MichaelGreen #SoarFinancially #PassiveInvesting #MarketFlows #SP500 #IndexFunds #ETF #MarketStructure #GlobalMarkets #WallStreet #CapitalFlows #Tariffs #USMarkets #FinancialMarkets #MacroEconomics #Wealth #Economy #Recession #AI #MarketOutlook #2026outlook

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