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
How Smart Investors Use ‘Good’ Leverage To Magnify Returns
https://www.youtube.com/watch?v=CT5DXNB3KKY?start=243 In his recent interview with Tobias, Dan Rasmussen, who is the Founder and Portfolio Manager of Verdad Advisors provides some great insights into how investors can use ‘good’ leverage to magnify returns. Here’s an excerpt from the interview: Tobias Carlisle: Well, I think I’m agnostic to the leverage in … Read More
Investing Decisions Should Be Based On Empirical Data – Not Stories And Emotions
https://www.youtube.com/watch?v=CT5DXNB3KKY?start=3120 In his recent interview with Tobias, Dan Rasmussen, who is the Founder and Portfolio Manager of Verdad Advisors provides some great insights into why investment decisions should be based on empirical data and not stories and emotions. Here’s an excerpt from the interview: Dan Rasmussen: I talk to respective … Read More
How Can Investors Implement A Successful Private Equity Strategy Into The Public Markets
https://www.youtube.com/watch?v=CT5DXNB3KKY?start=70 In his recent interview with Tobias, Dan Rasmussen, who is the Founder and Portfolio Manager of Verdad Advisors provides some great insights into how investors can implement a successful private equity strategy in the public markets. Here’s an excerpt from the interview: Tobias Carlisle: So, just so we can … Read More
(Ep.11) The Acquirers Podcast: Dan Rasmussen – Private Equity, Replicating PE In Public Markets
Summary In this episode of The Acquirer’s Podcast Tobias chats with Dan Rasmussen, who is the Founder and Portfolio Manager of Verdad Advisors. During the interview Dan talks about his replication of private equity investing in the public markets using levered small cap stocks. He also provides some great insights … Read More