A Historical Approach To Asset Allocation Investing

Money Tree Investing

Money Tree Investing Podcast

Stockmarket, Valuestocks, Investing, Finance, Passiveincome, Wealth, Business, Personalfinance

4.6 • 658 Ratings

🗓️ 25 June 2021

⏱️ 78 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

This week we discuss a historical approach to asset allocation investing with Dan Rasmussen. This was a great interview where we really dig into the history so we can be prepared for Economimc crisis, inflation, stagflation, market volatility, bubbles and more.

Topics we address:

What assets are the best ones to buy in a crisis
Why do crisis happen?
The importance of liquidity
Value investing
Japan
The current bubbles
Inflation, Deflation, and stagflation
How to not be fooled by history

For more information, visit the show notes at https://moneytreepodcast.com/asset-allocation-investing-dan-rasmussen

^{Today's Panelists:}

^{Kirk Chisholm | Innovative Wealth}
^{Barbara Friedberg | Barbara Friedberg Personal Finance}
^{Megan Gorman | The Wealth Intersection}

Transcript

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0:00.0	Welcome to the Money Tree Investing Podcast.
0:04.7	Stock market, wealth, personal finance, value stocks, invest in your life.
0:11.1	Hello, Smart Money Tree podcast listeners.
0:13.5	Welcome to this week's show.
0:15.0	My name's Kurt Chisholm and I am going to be your host.
0:17.8	So today we're going to be talking with Dan Rasmussen.
0:20.5	How's it going to
0:21.0	today, Dan? Great. Good. We brought Dan on because there's a lot of topics here that Dan's
0:27.0	going to be talking about that is certainly top of my mind for what's important. But Dan,
0:31.7	maybe you can tell the listeners a little bit about your background before we get started.
0:35.1	Absolutely. I graduated from Harvard in 2009, interned during college,
0:40.2	at Bridgewater Associates, spent four years at Bain Capital, private equity before leaving,
0:46.6	go to Stanford for business school, where I started Verdad. We started in 2014, about $8 million
0:52.6	under management. We're a little over $700 million today, a few years later, so we've grown a lot.
0:58.9	For Dad, specializes in deep quantitative research into markets.
1:04.0	For an investment perspective, we focus on small value and recently have been very focused on
1:10.7	how to relate the macroeconomic environment
1:14.2	to investing decisions, sort of how to think about market timing or how to think about
1:19.5	incorporating those macro signals into making investment decisions.
1:23.3	Let's kind of dive right in here.
1:26.1	So I know a lot of people use kind of this modern portfolio theory approach and use
1:31.7	asset allocation as a way to manage risk.
	...

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