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

Infinite Loops

Are You a Speculative Investor?

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Jim Boulden: We're in between kind of fear and panic right now, where there's a lot of shot enfroid. Retail investors seem to have given back the profits that they had during the last two s of what some people would call speculative excess. But we're not yet seeing major capital impairment,. And unfortunately, that seems to be almost a necessity for a cycle. So i dont ting there's aAythank just my third timeon, if i remember correctly. I was on once at an anonymous talk he had, then i think i came on during covid.

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!

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