Unmasking SuperMugatu — How the Pros Find Edge

Published on
February 25th, 2020
48 minutes

Agricultural Commodities and the Impending Solar Cycle Shock

Unmasking SuperMugatu — How the Pros Find Edge

The Expert View ·
Featuring Daniel McMurtrie

Published on: February 25th, 2020 • Duration: 48 minutes

Dan McMurtrie, founder of Tyro Capital Management (also known as SuperMugatu on Twitter), joins Real Vision to discuss his analytical research into the off-the-beaten path sub-sectors of the global economy that he believes will provide asymmetric returns. He talks about the evolution of financial markets and how he takes advantage of inefficiencies in financial markets and social trends to find edge in a world sparse with alpha generating opportunities. He reveals his philosophy on asset allocation – balancing potential non-linear risks with opportunity capitalization. McMurtrie also shares a few of his favorite value plays and explains the reasoning behind his theses. Filmed on February 20, 2020 in New York.