MI Rewind: Building a Balanced Portfolio w/ Daniel Rasmussen
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 25 August 2023
⏱️ 48 minutes
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Transcript
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| 0:00.0 | You're listening to TIP. |
| 0:02.2 | On today's show, we've started to reshare some older episodes that are my favorite for a few |
| 0:07.5 | reasons. |
| 0:08.6 | One, we get a bunch of new listeners each week, so the new listeners may not have heard this |
| 0:13.2 | episode before. |
| 0:14.6 | Two, even if you've been listening for a while, you may have missed this episode when it |
| 0:19.2 | originally came out. |
| 0:22.5 | Or three, even if you've heard it before, it can be a great episode to learn from again. If you've already heard this |
| 0:27.2 | episode or you're not interested in hearing it, feel free to just skip it. There's no harm in that, |
| 0:31.7 | and you can pick up with our new episodes next week. All right, guys, that's all I had for you |
| 0:36.5 | for this new intro. Everything going forward |
| 0:39.3 | is going to be from the original show. Hope you guys enjoy it. On today's episode, I'm joined by |
| 0:48.5 | Dan Rasmussen. Dan is the founder and portfolio manager at Verdad Capital. Before starting Verdad, Dan worked |
| 0:55.7 | at Bain Capital and Bridgewater Associates, the world's largest hedge fund operated by Ray Dalio. |
| 1:02.0 | He is also in New York Times bestselling author and was named to the Forbes 30 Under 30 list |
| 1:07.4 | in 2017. During our conversation, we chat about how interning at Bridgewater Associates |
| 1:12.9 | impacted Dan as an investor, the four types of economic environments that ultimately drive |
| 1:18.5 | asset class returns, which asset class performs very well during an inflationary time period, |
| 1:24.7 | why small-cap value stocks are potentially a great way to diversify your portfolio, |
| 1:29.7 | why Dan prefers to avoid investing in China, and much more. I hope you enjoy this very |
| 1:34.5 | insightful conversation with Dan Rasmussen. You're listening to Millennial Investing by the |
| 1:40.7 | Investors Podcast Network, where your hosts, Robert Leonard and Clay Fink, interview successful |
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