Dan McMurtrie — On Markets and Policy (EP.115)

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:

• Dan’s Twitter: https://twitter.com/SuperMugatu
  
• Tyro Partners: https://www.tyropartners.com/
  
• Anchorless Bangladesh: https://www.anchorless.vc/
  
• Coolworks: Jobs in Great Places: https://www.coolworks.com/
  

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!