Dan McMurtrie and Rich Greenfield


Manage episode 254353914 series 2498099
By Josh Brown. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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:


Tyro Partners homepage here:


You can follow Rich Bernstein's ongoing commentary via his Twitter account:


...and check out his excellent blog here:


Be sure to subscribe to our channel so you never miss an update:


Beginning Investors, check out Liftoff:


Follow us on Twitter:


Follow us on Facebook:


Talk with us about your portfolio or financial plan here:


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:


See acast.com/privacy for privacy and opt-out information.

106 episodes