We have all this sort of happening at once, and human beings are not designed for this level of information. One idea a guest iy had on suggests jury systems, where you could actually fund take an elon musk or some other superrich gy warn buffet. And jury systems are really interesting in that when you put people from very different backgrounds together in a room and you give them the problem, they're unusually good at solving it. I remain a rational optimist and think hat we can solve these problems, but that doesn't mean there arein going to be huge problem s new problems.
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!