1e:I[26480,["9932","static/chunks/f885ef2c-7ebb9e1721868a6c.js","9897","static/chunks/9897-96ec494a15704266.js","4005","static/chunks/4005-91527498371a33b2.js","1072","static/chunks/1072-f3a8b8d52bce392c.js","855","static/chunks/855-cf19c6c21b03f067.js","9053","static/chunks/9053-38b8a8ac3e08df9d.js","1094","static/chunks/1094-e2bede973ee0fcba.js","9284","static/chunks/9284-068f1ad44b874c8b.js","5273","static/chunks/5273-3cce18faf12756e1.js","8598","static/chunks/8598-cc0c1050a854f06b.js","3087","static/chunks/3087-c8e5e33deecc4866.js","4829","static/chunks/4829-7b13beeeedae7862.js","5248","static/chunks/5248-bf0f20ea4abf851e.js","4386","static/chunks/4386-3fae78eb06c4f1a1.js","4270","static/chunks/4270-748613e9acaa4c68.js","3790","static/chunks/3790-1559104ff3c9aed6.js","839","static/chunks/839-32c7e15266c081c9.js","6783","static/chunks/6783-c6c3195916e963c7.js","5764","static/chunks/5764-0507c1c107226244.js","2513","static/chunks/2513-39e68f1f69ce956a.js","7946","static/chunks/7946-aed52829e81f011b.js","2587","static/chunks/2587-b9c195c0a4cb0660.js","9077","static/chunks/9077-f55f5027eea98819.js","4586","static/chunks/4586-5711dc31d65f23c2.js","3689","static/chunks/3689-915010683a8b25e4.js","8968","static/chunks/8968-b75bd69785234976.js","4233","static/chunks/4233-0a542d411b65627f.js","5458","static/chunks/app/dashboard/episodes/%5Bid%5D/page-53ecf737ca5acd3e.js"],"default"] 1f:T4cb,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

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

Village Global Podcast