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

Infinite Loops - Un podcast de Jim O'Shaughnessy - Les jeudis

Catégories:

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!

Visit the podcast's native language site