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!
