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

Episoder(2083)

Adventures in Finance 43 - Take-out or Delivery: What’s really happening in retail?

Adventures in Finance 43 - Take-out or Delivery: What’s really happening in retail?

On the eve of the Holiday shopping season, Stephanie Pomboy (MacroMavens) and Dana Telsey (Telsey Advisory Group) stake very different positions about the health of the retail space and the consumer. ...

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Adventures in Finance 42 - A Deep Dive into the Real Vision Think Tank

Adventures in Finance 42 - A Deep Dive into the Real Vision Think Tank

Three contributors to the Real Vision Think Tank discuss their views on the most important areas upon which investors should currently be focusing. Maleeha Bengali of MB Commodity Corner, Tony Greer o...

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Adventures in Finance 41 - A Sea Change Could Be On The Fed’s Horizon

Adventures in Finance 41 - A Sea Change Could Be On The Fed’s Horizon

Is this a fork in the Fed’s road? President Trump has nominated Jerome Powell to be the next chair of the Federal Reserve. Whether Powell will continue down the same path of Janet Yellen, and Ben Bern...

10 Nov 20171h 6min

Adventures in Finance 40 - Electric Shock: The Shifting Sands Beneath Elon Musk & Tesla

Adventures in Finance 40 - Electric Shock: The Shifting Sands Beneath Elon Musk & Tesla

Amidst a shift in the narrative surrounding Tesla after a series of production issues and mounting losses, Mark B. Spiegel of Stanphyl Capital Partners makes the bear case for the electric car manufac...

3 Nov 20171h 8min

Adventures in Finance 39 - Bits, Blocks & Forks: The Story of Bitcoin & The Blockchain

Adventures in Finance 39 - Bits, Blocks & Forks: The Story of Bitcoin & The Blockchain

The origins of bitcoin predate most people’s understanding and this week, with the aid of Trace Meyer, of The Bitcoin Knowledge Podcast, and Bruce Kleinman, author of The Bitcoin Tutorial, we trace th...

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Adventures in Finance 38 - Black Monday: First Hand Accounts of the 87 Crash

Adventures in Finance 38 - Black Monday: First Hand Accounts of the 87 Crash

On the 30th anniversary of Black Monday, we recreate the events of that tumultuous time through the eyes of people who found themselves trying to navigate the biggest drop in Dow Jones history. The le...

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Adventures in Finance 37 - Hours from Oblivion: Inside the White House During The Cuban Missile Crisis

Adventures in Finance 37 - Hours from Oblivion: Inside the White House During The Cuban Missile Crisis

Dr. Harald Malmgren, senior advisor to four US Presidents (Kennedy, Johnson, Nixon & Ford) joins Grant to recount his experiences in the White House and Pentagon during the thirteen days of the Cuban ...

13 Okt 20171h 19min

Adventures in Finance 36 - Battlegrounds: From Warfare to Wall Street with Preston Pysh

Adventures in Finance 36 - Battlegrounds: From Warfare to Wall Street with Preston Pysh

A truly insightful and at times hard-hitting interview with Preston Pysh, host of The Investors Podcast.  What’s it like to go from commanding a company of Apache helicopters in Afghanistan, as part o...

6 Okt 20171h 2min

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