Dan McMurtrie and Rich Greenfield

The Compound and Friends

Josh Brown

Investing, Business News, News, Business

4.7 • 2.2K Ratings

🗓️ 24 February 2020

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

First up, Dan McMurtrie. He and his partners founded Tyro Partners, a New York City-based hedge fund, at a time when hedge fund closings are much more common than emerging fund launches. Dan lists some of the most important things he's figured out on his journey. He also talks about how one of the most under-appreciated sources of alpha is being nice to people. Later on we bring in Rich Greenfield, one of the most widely followed and respected analysts in the technology, media and telecom (TMT) space on Wall Street. Michael Batnick and Josh Brown got a chance to talk to him about the launch of Disney+, the rise of over-the-top streaming apps like Netflix, why Roku is such a hot stock and what we can expect for the next generation of video launches. One thing Rich is certain of is that while there may be winners among streaming services, traditional broadcast TV is sure to be the biggest loser. You can follow Dan's renowned Twitter feed / alter-ego Super Mugatu here: https://twitter.com/supermugatu Tyro Partners homepage here: https://www.tyropartners.com/ You can follow Rich Bernstein's ongoing commentary via his Twitter account: https://twitter.com/RichLightShed ...and check out his excellent blog here: https://lightshedtmt.com/ Be sure to subscribe to our channel so you never miss an update: https://www.youtube.com/thecompoundrw... Beginning Investors, check out Liftoff: http://liftoffinvest.com Follow us on Twitter: https://twitter.com/RitholtzWealth Follow us on Facebook: https://www.facebook.com/ritholtzwealth/ Talk with us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-a... Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Hey what's up. It's downtown Josh Brown. We are live from the compound. I'm here with
0:05.8	Michael Batnick as usual. Say hello. We have a special guest Dan McMurtry. Dan is the managing partner and founder, right, of Tyro Capital, which is a hedge fund.
0:16.6	What Dan is going to teach us today is how to start a hedge fund.
0:19.9	He started one recently, like within the last few years which is pretty rare he's
0:24.5	succeeding he's going to tell us what he's learned throughout that process and I
0:28.0	think you'll get a lot out of this whether you're an investor or an investment
0:31.3	professional so stick around.
0:33.0	Welcome to the Compound Show Podcast.
0:37.0	Each week, we let you in on some of the best conversations we're having
0:41.0	about markets, investing, and life.
0:44.0	Just a quick reminder, the host of this show are employees of Ritholz's wealth management.
0:48.4	All opinions expressed are solely their own opinions and do not reflect the opinion of Ritholz wealth.
0:54.9	This podcast is for informational purposes only and should not be relied upon for investment decisions.
1:00.9	Clients of Ritholz wealth management may maintain positions
1:04.3	in the securities discussed in this podcast.
1:06.9	Okay, here we go.
1:10.4	Okay, that was pretty high energy.
1:12.0	I'm gonna take it down like four notches.
1:14.0	Um, because you're pretty chill. But, but so I want you to just start with like, you know,
1:20.8	what made you want to start a hedge fund? did you start it and how far have you come in terms of like employees like I know it's relatively no
1:29.2	The why I think you know honestly I didn't know and so I've had to learn a lot about the
1:34.6	business I mean I thought that because I could pick stocks I could build a hedge fund and
	...

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