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Dan McMurtrie

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Ep.115 — Dan McMurtrie — On Markets and Policy

Dan McMurtrie is the Portfolio Manager at Tyro Partners, an asset management firm for institutions and HNWIs; and the General Partner at Anchorless Bangladesh, an early stage venture fund focused on Bangladeshi startups. Links: - Dan’s Twitter: (https://twitter.com/SuperMugatu) - Tyro Partners: (https://www.tyropartners.com/) - Anchorless Bangladesh: (https://www.anchorless.vc/) - Coolworks: Jobs in Great Places: (https://www.coolworks.com/) Show Notes: - Are we in the schadenfreude part of the market cycle? - Going back to the fundamentals - Solving the agency problem - Taking concentrated beta risk - Having clarity around your goals - The behavioural risk in investing - Do not get married to your investment thesis - It’s always you vs. you - Investing is about understanding other people's mistakes - Societal costs of stablecoins being unstable - Compatibility of social media and representative democracy - Issues with the current US Govt. administration - Number one existential risk for US currently - Risks of information overload - Improving education about commerce - Dopamine manipulators - Leadership vs. Stakeholder management - America vs China for policy changes - US legal immigration system - And MUCH more!