Markets are a magnifying glass for every type of human folly that can exist. Every year there's a new grery tragedy, and it's always the same. It's never new. And i do see some young people really learning a lot when you're 22 or 55 with an investment in stocks. I'm seeing some younger people kind of trying to figure out how to work through it. But still scares me, just because i alway see what's going on right now with these crypto coins.
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:
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!