The Best Investment Writing Volume 5: Dan Rasmussen, Verdad Advisers – Crisis Investing: How To Maximize Return During Market Panics

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 10 December 2021

⏱️ 11 minutes

🔗️ Recording | iTunes | RSS

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Summary

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved it, so we’re running it back again this year with The Best Investment Writing Volume 5. You’ll hear from some of the most respected money managers and investment researchers from all over the planet. Enough from me, let’s let Dan take over this special episode. To read the original piece, click here. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome podcast friends we have a fantastic episode for you today.
0:11.0	Last year we published the best investment writing,
0:14.1	volume four, we offered authors the opportunity to record an audio version of their
0:18.2	chapter to be released as a segment of the podcast and listeners loved it.
0:22.0	This year we're once again bringing you the entire
0:24.4	volume of the best investment writing, volume 5 in podcast format. You'll hear from some of the
0:30.0	most respected money managers and investment researchers from all over the world.
0:34.7	Enough for me, let's get to our guest and let them take over this special episode.
0:38.7	Hello, this is Dan Rasmussen. I'm the founding partner of Verdad Advisors.
0:46.0	Verdad is an investment management firm. We manage about 500 million across small
0:51.5	cap value, high yield bonds, and tactical asset allocation.
0:55.6	To learn more about us, you can check out our website at www.
0:59.2	For Dad Cap.
1:01.0	You can find me on Twitter at at for dad cap and please sign up for our
1:05.1	weekly mailing weekly email research which comes out every Monday in which you can
1:09.7	find in my Twitter bio. I'm going to read a piece titled Crisis Investing, which we published in January of 2020
1:17.3	right before the great COVID crash. We are 10 years into one of the longest bull markets in history.
1:24.0	But what if the market turns?
1:26.0	What if greed turns to fear?
1:28.0	Optimism to pessimism.
1:30.0	This concern, amplified by the salient pain of the 2008 global financial crisis, has led many investors to set aside portions of their portfolio in cash, bonds, and gold.
1:41.0	They imagine that in another March 2009 or February 2016 or December 2018,
	...

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