During his recent interview with The Investor’s Podcast, Dan Rasmussen explained how investors can win by betting against the current hubris. Here’s an excerpt from the interview: Rasmussen: Everybody has a lot of opinions about what future growth should be or is going to be. And right now, in the … Read More
Dan Rasmussen: Investing Lessons From Ray Dalio
In his latest interview on The Millennial Podcast, Dan Rasmussen discusses investing lessons he learned from working with Ray Dalio at Bridgewater. Here’s an excerpt from the interview: Question: Now, Dan, we bring a lot of different types of investors on the show and many of them follow something similar … Read More
Dan Rasmussen: Moats Are A Useless Speculative Theory
Earlier this year in his interview on Real Vision, Dan Rasmussen explained why moats are a useless speculative theory. Here’s an excerpt from the interview: Rasmussen: But I think more broadly this idea of moats or barrier to entry, we have to look at where it comes from. And it … Read More
Dan Rasmussen: Value Investing Outperforms In Times Of Crisis
Here’s a great interview with Dan Rasmussen on the Invest Like The Best podcast with Patrick O’Shaughnessy in which Dan discusses how to maximize returns during market panics, including the out-performance of value investing in times of crisis. Also included here is Verdad’s paper on Crisis Investing – How To … Read More