The Bull and the Bear Case for the American Economy with Dan McMurtrie

Dan McMurtrie (@SuperMugatu) of Tyro Partners joins Erik on this episode.They discuss:- His writing on the crisis, how he has analyzed it, and why his view has changed from bearish to bullish.- The “bottom-up” recovery that’s taking place and all the ways that it might falter.- What specifically he’s watching for that might change his opinion on the market.- The impact on politics and society and why he says “it gets weird from here.”- What Schrodinger’s put means and the implications for the stock market.- Why he says this reveals the existential problems with the US economy and why he’s bearish on the US over the next twenty years.The final deadline for applications for the summer vintage of our Network Catalyst accelerator is June 5th. Learn more and apply today at www.villageglobal.vc/network-catalyst.Thanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.