Putting Passive Flows to Work in a Portfolio: The Interview

Putting Passive Flows to Work in a Portfolio: The Interview

Real Vision viewers should be well acquainted with Mike Green's research into how big passive funds are responsible for many of the “distasteful” dynamics that have perplexed and enraged market participants over the last few years, but they may still be wondering how they can actually use this in constructing a portfolio. In this interview, Green sits down with up and coming hedge fund manager Dan McMurtrie of Tyro Partners to discuss how Dan has managed to successfully implement this research into his portfolio construction and security selection process. They also discuss the power of doing favors, McMurtrie’s unconventional path to building his fund, and how he has used twitter and good old-fashioned happy hours to develop an incredible network of mentors and colleagues. Dan McMurtrie can be found on a twitter @supermugatu and Mike Green can be found @profplum99. Key Learnings: Investors need to think about who the next marginal buyer is going to be to drive a stock higher, and although this doesn't mean that fundamentals and technicals should be ignored, increasingly flows need to be considered when thinking about security selection. This can result in "distasteful" decisions that go against long held beliefs about value and what should drive the price of a security. Recorded on Oct 26 , 2020. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2070)

Solana Breakpoint 2025 Wrap-up from Abu Dhabi

Solana Breakpoint 2025 Wrap-up from Abu Dhabi

🔥 *Crypto Gathering Miami 2026: Get your tickets today:* https://rvtv.io/3K36sq1 Key takeaways from Solana Breakpoint and what to watch in 2026. Real Vision’s Artur Osinski and Bijan Maleki wrap up...

18 Joulu 20259min

Soft U.S. Inflation, BoE Rate Cut, and Crypto Volatility: PALvatar Market Recap, December 18 2025

Soft U.S. Inflation, BoE Rate Cut, and Crypto Volatility: PALvatar Market Recap, December 18 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

18 Joulu 20255min

Trading the Markets: December 17, 2025 | Kris Bullock and Nico Brugge

Trading the Markets: December 17, 2025 | Kris Bullock and Nico Brugge

🔥 Not a conference. A community gathering: https://rvtv.io/3K36sq1 Real Vision's Kris Bullock and Nico Brugge are back to break down the charts and highlight their favorite Real Vision trade ideas b...

17 Joulu 202532min

Rising Unemployment, Oil Tensions, and AI-Driven Market Moves: PALvatar Market Recap, December 17 2025

Rising Unemployment, Oil Tensions, and AI-Driven Market Moves: PALvatar Market Recap, December 17 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

17 Joulu 20255min

US Jobs Miss, Weak Global PMIs, Oil Slides Below $60, and Crypto Stays Under Pressure: PALvatar Market Recap, December 16 2025

US Jobs Miss, Weak Global PMIs, Oil Slides Below $60, and Crypto Stays Under Pressure: PALvatar Market Recap, December 16 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

16 Joulu 20256min

Are AI Stocks in Danger? | Macro Mondays: December 15, 2025

Are AI Stocks in Danger? | Macro Mondays: December 15, 2025

*🔥Not a conference. A community gathering: https://rvtv.io/49QZAGI* Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopoliti...

15 Joulu 202535min

Central Bank Decisions, China’s Economic Slowdown, and Crypto Market Volatility: PALvatar Market Recap, December 15 2025

Central Bank Decisions, China’s Economic Slowdown, and Crypto Market Volatility: PALvatar Market Recap, December 15 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

15 Joulu 20256min

Global Market Mixed Moves, Fed Rate Cut Boosts Dow, and BOE Cut Hopes Rise: PALvatar Market Recap, December 12 2025

Global Market Mixed Moves, Fed Rate Cut Boosts Dow, and BOE Cut Hopes Rise: PALvatar Market Recap, December 12 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

12 Joulu 20253min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
rss-lahtijat
rss-draivi
oppimisen-psykologia
rss-porssipuhetta
rss-rahamania
rahapuhetta
taloudellinen-mielenrauha
rss-neuvottelija-sami-miettinen
rss-bisnesta-bebeja
rss-paatos-podcast-suomen-kovimmat-paatoksentekijat-2
rss-seuraava-potilas
rss-inderes
rss-40-ajatusta-aanesta
kasvun-kipuja
rss-h-asselmoilanen
rss-porssipodi