Investing in a Crisis with Dan Rasmussen

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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:
- What levels indicate a crisis
- How to use the High Yield Spread as an indicator and why it works
- Why you should reconsider using a discounted cash flow model
- Verdads four quadrant approach
- How to mitigate confirmation bias while using a quantitative approach
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[@antoniomacedo2972]

Thanks

[@roym1444]

If you want to fully grasp the relationship between interest rates and the economy. Richard Werner's book new paradigms in macroeconomics is the first place to look. It's fascinating. The quantity of credit dictates the economy and we're that credit goes be it into GDP or non GDP transactions dictates what type of inflationary outcomes will take place. Its an absolute must read by one of the most knowledgeable person on the topic of banking and it's role in the economy.

[@25Soupy]

What did I learn from this 1 hour podcast? Even a broken clock is right twice a day. Whatever your stock buying system you're going to be right part of the time and wrong part of the time. For example, if you bought coca-cola (KO) in June 1998 for $43 you didn't break even until Dec 2014, that's 16 years of zero profit.

[@songezomzili3289]

Just imagine dollar costing that for all those years

[@supersonicej]

Loved this interview. Thank you!

[@mohamedmadkour6926]

Another amazing interview, thanks A lot ❤❤❤

[@investingwithsense]

Buy a good stock and hold it until you have a very solid reason to sell.👍🏻👍🏻👍🏻

[@mohamedmadkour6926]

I found the point on DCF interesting but I thought he would provide an alternative

[@cnbctube5000]

when was this recorded? thanks

[@sebfox2194]

I think that it was 10 months ago, as I found the same video posted at that time, too.

[@jamespier7801]

When was this recorded? “The last month of Q2” of 2022?

[@paulturner4419]

Just follow the price with diversified trend following systems.

[@freddykrueger8759]

😊

[@timemanagementisinvesting]

You know I’m advance by understanding economic fundamentals and watching Fed Policy 🤷🏽‍♂️

[@dasfahrer8187]

There's a big difference b'n a "crisis" and a real crisis now. The word "crisis" that we hear day in and day out is largely political and typically irrelevant. It's like "racism" now. It's become meaningless. However a real crisis honestly hasn't been seen since 2008. The initial couple of months of C19 was close simply because we didn't know what it was. But it quickly became political once the powers that be figured it out and ended out just being a bunch of fear-mongering. The recent SVB banking situation may have become a crisis had fear spread and a massive bank run occurred across the country, but it was quickly quashed (even tho there are some aftershock rumblings). SVB certainly shouldn't have been bailed out though. That's a topic for another video tho.

[@patat007]

Discount cashflow is not a good calculation? Wtf...

[@Martin-qb2mw]

It's a great calculaton if you have the discount rate and the future cashflows. But you don't.

[@rof8200]

Raise too much. Lol. Look at long bonds and MBSs. They're impaired. Lol

[@greylover6094]

waste of time

[@ramanmittal6783]

That’s investing with no conviction. If u want to invest in companies line Dna or twist you need to buy and forget for at least 10 years if not more

[@tgwtom]

Dan reminds me in intellect and depth of thought process ,and communication thereof, of Mike Green. Thats a compliment 🙂.