i'm very frustrated with the governmental response i'm seeing currently, but i also you people are geting very bearish. The difference this time around is just the velocity the infinite loops. It's causing weird, emergent outcomes that were not necessarily pared for. We have more ability to address any of these problems than we've ever had before. And so the question is really just when does that happen? If our government decides what we'red right now is so trivially easy compared to covid in my opinion, as to be a joke.
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!