Dan McMurtrie — On Markets and Policy (EP.115)

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 behavioral 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!