Building a Balanced Portfolio w/ Daniel Rasmussen (MI161)

Clay Finck chats with Daniel Rasmussen about how interning at Bridgewater Associates impacted him as an investor, the four types of economic environments that ultimately drive asset class returns, which asset class performs very well during an inflationary period, why small-cap value stocks are potentially a great way to diversify your portfolio, why Dan prefers to avoid investing in China, and much more!
Daniel Rasmussen is the founder and portfolio manager at Verdad Capital. Before starting Verdad, Dan worked at Bain Capital and Bridgewater Associates. Dan earned his bachelors degree from Harvard College and an MBA from the Stanford Graduate School of Business. He is the New York Times bestselling author of American Uprising: The Untold Story of America’s Largest Slave Revolt. In 2017, he was named to the Forbes 30 under 30 list.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
00:12 - How interning at Bridgewater Associates impacted Dan as an investor
05:45 - The four types of economic environments that ultimately drive asset class returns
17:19 - Which asset class performs very well during an inflationary period
24:05 - Why small-cap value stocks are potentially a great way to diversify your portfolio
28:50 - Dan’s thoughts on diversifying into international stocks, emerging markets and other asset classes
33:07 - Why Dan prefers to avoid investing in China
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📖 BOOKS MENTIONED:
- American Uprising by Daniel Rasmussen: amzn.to/3jQK9TP
- Principles for Dealing with the Changing World Order by Ray Dalio: amzn.to/37unZUH
Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😀
▶️ RELATED EPISODES:
- (MI141) Studying Financial History w/ Ken Winans: www.theinvestorspodcast.com/m...
- (MI114) Contrarian Thinking w/ Codie Sanchez: www.theinvestorspodcast.com/m...
💡 OTHER RESOURCES
- Connect with Dan: / verdadcap
- Check out Verdad Capital’s Research: verdadcap.com/#research
- Robert and Clay’s tool for picking stock winners and managing our portfolios, TIP Finance: www.theinvestorspodcast.com/t...
- Check out our Investing Starter Packs about business and finance: www.theinvestorspodcast.com/m...
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[@TheInvestorsPodcastNetwork]

On Millennial Investing, I chat with Daniel Rasmussen about how interning at Bridgewater Associates impacted him as an investor, the four types of economic environments that ultimately drive asset class returns, and more! What are your takeaways in this video?💭- Clay IMPORTANT: Please beware of cyber scams & phishing attacks. We have received reports of fake accounts claiming to be affiliated with The Investor's Podcast Network or posing as one of our hosts. Please help us report those suspicious accounts. We will never reach out to you for any business or investment opportunity. Stay vigilant!

[@cnbctube5000]

when was this recorded? thanks

[@mohamedmadkour6926]

Thanks for this very useful informative Episode, extremely under rated and thanks for bringing Daniel, I am a fan of him from now and he really shares knowledge transparently. Thanks for bringing him as a guest and hope he will have more and more episodes with you.

[@CassioHungria85]

Very good interview Thank you

[@TheInvestorsPodcastNetwork]

Glad you enjoyed it!

[@ryan_454]

Always enjoy interviews with Dan the Man. Why isn't this on the Spotify feed?

[@TheInvestorsPodcastNetwork]

Hi Ryan, should be there already! Thank you!

[@clayfinck]

Hi Ryan, glad you enjoyed the episode! This is on all podcast platforms under the Millennial Investing show.

[@ryan_454]

@@clayfinck I see it now-- thank you!

[@Asstronauts93]

My portfolio is 30% Schd, 30% VV, 15% Vo and Vb, and 10% Vug

[@johnscory1780]

Can you let us know what they stand for

[@ABC93224]

39:29 get ready for the hate from the cryptobroa