MI161: Building a Balanced Portfolio w/ Daniel Rasmussen
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 593 Ratings
🗓️ 21 April 2022
⏱️ 48 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | You're listening to TIP. |
| 0:02.8 | Small cap value is just pure value, essentially, right? |
| 0:06.3 | Whereas if you constrain it to large, you're not getting the real value hit because all the really cheap stuff is in small cap. |
| 0:13.3 | Now, the thing to note about small caps is that they're riskier and bankruptcy risk is higher than in large caps. |
| 0:19.8 | So you get much bigger swings, especially during recessionary periods where small cap is going to sell off a lot worse than |
| 0:25.2 | large cap. |
| 0:29.4 | On today's episode, I'm joined by Dan Rasmussen. Dan is the founder and portfolio manager at |
| 0:35.5 | Verdad Capital. Before starting Verdad, Dan worked |
| 0:38.7 | at Bain Capital and Bridgewater Associates, the world's largest hedge fund operated by Ray Dalio. |
| 0:45.1 | He is also a New York Times bestselling author and was named to the Forbes 30 Under 30 list in 2017. |
| 0:52.0 | During our conversation, we chat about how interning at Bridgewater Associates |
| 0:56.0 | impacted Dan as an investor, the four types of economic environments that ultimately drive |
| 1:01.6 | asset class returns, which asset class performs very well during an inflationary time period, |
| 1:07.8 | why small-cap value stocks are potentially a great way to diversify your portfolio, |
| 1:12.8 | why Dan prefers to avoid investing in China, and much more. I hope you enjoy this very insightful |
| 1:18.0 | conversation with Dan Rasmussen. You're listening to Millennial Investing by the Investors Podcast |
| 1:24.7 | Network, where your hosts, Robert Leonard and Clay Fink, interview successful |
| 1:29.3 | entrepreneurs, business leaders, and investors to help educate and inspire the millennial generation. |
| 1:41.3 | Welcome to the Millennial Investing Podcast. |
| 1:43.8 | I'm your host, Clay Fink, and today I'm joined by Dan Rasmussen. |
| 1:48.4 | Dan, thank you so much for joining me. My pleasure. Thanks for having me on the show. |
| 1:53.5 | Now, Dan, we bring a lot of different types of investors on the show, and many of them follow something |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from The Investor's Podcast Network, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of The Investor's Podcast Network and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.