

Dan McMurtrie: Research Process, Inverted Shorts & Post-Consciousness
Aug 20, 2021
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54
Introduction
00:00 • 2min
The Inverted Short Process
02:14 • 3min
What Is the Big Metal Model of Trading?
05:40 • 4min
The Short Thesis Is Correct, but Is Now Obsolete
09:27 • 4min
What Really Matters?
13:53 • 4min
What's the Next Step?
17:23 • 3min
Mister Market - I'm Sorry Sorry Sorry to Cut You Off
20:41 • 5min
Are You Choosing Which Risk to Take?
25:30 • 2min
The Wisdom of the Crowd - I'm Right, Everyone Else Is Wrong, and I'll Be Right Again.
27:29 • 3min
Is Your Optimization Function for Surviving as an Investment Firm?
30:02 • 5min
Is There a Constraint System in the Market?
35:25 • 2min
The Michaelbury Effect
37:18 • 2min
Why Would a Smart Person Have a Blind Spot?
39:45 • 4min
The Increasing Value of Crypto Currency Cat Picks
44:06 • 4min
Don't Get Half the Consumer Business
47:58 • 4min
How to Maintain a Good Relationship With 1000s of People on Twitter
52:04 • 3min
Ico Clabr in a Team
54:58 • 2min
Networking Is Not About Nepotism
57:16 • 5min
I've Been Audited Six Times and Been Vatted by Very Serious People. Ind Don't Sink
01:02:43 • 5min
Networking Strategies - The Perfect Anti-Bullying Defence Mechanism
01:08:05 • 3min
I'm Not Going to Catch Em, Right?
01:11:02 • 4min
Are You Trying to Change Your Life?
01:14:32 • 3min
What Is Stickiness?
01:17:20 • 4min
I Don't Want to Own a Binary Into Christmas
01:21:22 • 5min
How Do You Know if You Incorrectly Guessed the Durability of a Fat?
01:26:08 • 5min
Why I Don't Own Sea Limited
01:31:04 • 4min
Is There a Way to Make a Difference in the Value of a Company?
01:35:23 • 2min
What's the Terminal Value?
01:37:34 • 4min
Is the Management Team Aware of Costs of Capital?
01:41:23 • 2min
The Reverse Indicator Isisaar Naked Wines
01:43:33 • 3min
The Power of Learning From Management
01:46:37 • 3min
Is It a Waste of Time to Invest in a Company?
01:50:02 • 2min
Is This Business Gets You Excited?
01:51:54 • 2min
Are You Using the Market to Express Your Fears or Your Bias?
01:53:55 • 6min
How to Miss Fernings in the Stock Market
01:59:48 • 2min
Emerging Manager Twitter
02:01:48 • 5min
You Diseminate Passion, It Never Stops
02:06:41 • 1min
I'm Not a Founder, but I've Been Working With the Founders for a Long Time, I'll Be Taking a Look.
02:08:10 • 4min
Investing in Companies That Like
02:11:55 • 5min
Investing
02:16:31 • 4min
Is There Such a Thing as Wasted Time?
02:20:39 • 5min
Is Your Asset Building?
02:25:09 • 6min
How to Write a Great Idea
02:30:49 • 3min
The Best Twitter Pitch Competition
02:33:29 • 2min
Then, You Know, You Want to Be a Part of a Network, Right?
02:35:37 • 6min
The Inverted Short Thing, Is It Worth Spending More Time On?
02:41:27 • 5min
Are You Putting on New Big Boy Bets?
02:46:05 • 5min
Is Consciousness a Neural Inevitability?
02:50:56 • 2min
Why Do We Not Have Babies?
02:53:12 • 6min
I've Found My Finense on Tender
02:58:53 • 2min
The Comparison Is the Thief Joy Line
03:00:39 • 3min
Is Your Information Diet as Important as Your Food Diet?
03:03:15 • 5min
Social Media Is a Mental Healthkinster
03:08:05 • 2min
The Wootang Clan Album and Unreleased Podcast
03:09:40 • 2min