Damel: It is incredibly unproductive to have a lot of your head space taken up with shodden foid. We're really trying to understand that maybe other people were the butt of last year's joke now, but we don't want to bea ta but of this year's joke. If you think it's a package ind company at eight times three casho i want to see people focusing on that, not focusing on some private that needs to get marked down this quarter.
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!