The Next Big Trade - Dan Rasmussen on When It’s Time for Small-Value Stocks
Real Vision: Finance & Investing
Real Vision
4.1 • 1.1K Ratings
🗓️ 30 October 2022
⏱️ 56 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Mailchimp would like to talk to you about customers. |
| 0:03.6 | A customer is what happens when marketers fail to personalise their marketing, |
| 0:07.8 | grouping customers with very different behaviours into one tangled mess. |
| 0:12.0 | But with Mailchimp, marketers can use real-time behaviour data to personalise every email for every customer. |
| 0:18.2 | So get Mailchimp and turn your customers into customers. |
| 0:22.4 | Into it Mailchimp, the number one email marketing and automation brand. |
| 0:26.8 | Based on customer numbers for verification email, advertising at Mailchimp.com. |
| 0:33.6 | Every investor in the world wants to catch the wave of the next big trade. |
| 0:37.8 | There's no time machine to go back and buy Amazon in 2013 or Apple in 2009. |
| 0:43.2 | What we can do is talk to the world's best traders about their next big buy. |
| 0:48.2 | Join me, Harry Mulandry of MI2 Partners, as we do exactly that on the next big trade. |
| 0:57.8 | At times of crisis, your cheapest stocks actually grow faster than your most expensive stocks, |
| 1:03.8 | which is a totally crazy thing that never happens. |
| 1:06.8 | And it's happening precisely because of this crazy turmoil in people's expectations, |
| 1:12.8 | where everyone's panicking and actually that's kind of the most exciting time for betting a GDP is going to recover. |
| 1:20.8 | And so if you buy really cheap things, you do extraordinarily well in the middle of a crisis. |
| 1:27.8 | So welcome to the next big trade and thanks for joining us. |
| 1:31.8 | This week, I'm speaking to Dan Rasmussen, the founder and I guess CIO or PM of the Dad Advises. |
| 1:39.8 | Prior to starting the Dad, which I'm probably mispronouncing, |
| 1:42.8 | Dan worked at Bank Capital Private Equity and at Bridgewater Associates. |
| 1:46.8 | Pretty damn blue chip places to be working. |
| 1:49.8 | He's a trustee of donations for the US Episcopalian Church, Episcopal Church. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Real Vision, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Real Vision and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

