Videos

455 TIP. Crisis Investing w/ Dan Rasmussen

On today’s episode we have Dan Rasmussen, the Founder and Portfolio Manager of Verdad, which also releases research that I highly recommend you check out. For example, they have a high conviction around using the High Yield Spread to determine the current macro environment we’re in or entering into, which we discuss in depth. Verdad also focuses on investing in a crisis and emphasizing Small Cap investing and we discuss why.
 
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 – Intro
00:00:36 – What levels indicate a crisis
00:03:11 – How to use the High Yield Spread as an indicator and why it works
00:16:53 – Why you should reconsider using a discounted cash flow model
00:28:15 – Verdads four quadrant approach
00:34:36 – How to mitigate confirmation bias while using a quantitative approach
 
I really enjoyed speaking with Dan. He’s highly intelligent and very thoughtful with his responses. I hope you enjoy it so here’s my conversation with Dan Rasmussen.

? Get the freshest roasted and ethically sourced beans from America’s best local roasters with Trade Coffee. Plus, a total of $30 off your first order and free shipping — that’s more than 40 cups of coffee for free! To get started, take the quiz at https://drinktrade.com/TIP, and start the journey to your perfect cup.

?? Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: https://link.chtbl.com/WSB455

?? Access our free show notes and transcript here: https://www.theinvestorspodcast.com/episodes/indicators-for-crisis-investing-w-dan-rasmussen/

? OTHER RESOURCES
– Visit Dan’s website: https://verdadcap.com/
– High Yield Spread Website: https://fred.stlouisfed.org/series/BAMLH0A0HYM2
– Connect with Dan: https://twitter.com/verdadcap
– Connect with Trey: https://twitter.com/TreyLockerbie

? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?

LISTEN ? TO OTHER SHOWS FROM OUR NETWORK:

? If you’re interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8wOLjjwNCM5B1qFdrtTdTZ

?Dive into value investing and learn more about billionaires with our We Study Billionaires podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F9dDPFYGAHRbrWoToCe2uoU

? Learn the ins and outs of real estate investing with our Real Estate 101 podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8Yw_8xO2nk-RD7fhb3yktn

?Get introduced to the world of investing with our Millennial Investing podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F_p00VYv3psJ8rhDAGOvR5W

? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?

FOLLOW US ON SOCIAL MEDIA?:

? Facebook: https://www.facebook.com/groups/theinvestorspodcast/

? Linkedin: https://www.linkedin.com/company/the-investor’s-podcast/

? Twitter: https://twitter.com/TIP_Network

? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?

? Download Stig & Preston’s 1-page checklist for finding great stock picks: https://www.theinvestorspodcast.com/form-youtube-checklist/

? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?
? DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.