Tuesday on INK Ultra Money: Personal healthcare risk and Twitter as a research tool
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1. Unmasking SuperMugatu -- Why personal healthcare fears could determine the US election - Real Vision
Dan McMurtrie, founder of Tyro Capital Management (also known as SuperMugatu on Twitter) highlights the risks of what a major healthcare scare could do to the US economy. A very timely insight and much more including his use of Twitter.
He discusses 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.
A healthcare scare in the US could have big implications
2. Along for the palladium ride with Generation Mining - INK Research
Generation Mining (GENM) bet big on palladium last summer. So far, that bet has paid off. INK Research takes a look at what might be next for the stock.
On a fast track to mine development