Eurodollar University The Real Bubble No One Wants To Talk About (Mike Green)
20 snips
Jan 30, 2026 
Mike Green, an investment strategist focused on market structure and passive flows. He explores whether silver’s rally is meme-stock behavior, how precious metals relate to Bitcoin and China flows, the distortion passive investing causes in price signals, and the deeper social malaise from youth underemployment, lost trust, and AI-driven reallocations.
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Gold And Silver Are Flow-Driven, Not Macro Proof
- Gold's rally largely reflects small-market speculative flows and options-driven retail mania, not broad dollar collapse.
- Mike Green argues silver's action looks like a meme-stock trade amplified by cheap options and retail platforms.
China Flows And Cheap Options Amplify Metals
- China reallocating reserve flows away from treasuries into gold added real firepower to precious metals.
- Retail option markets, especially for silver, provided a cheap lever that magnified speculative moves.
Sentiment Collapse Goes Beyond Official Metrics
- Consumer sentiment has collapsed in ways not explained by standard misery indices; underemployment and youth joblessness matter.
- Mike Green ties falling trust to rising underemployment and a mismatch between official metrics and lived experience.
