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We Study Billionaires - The Investor’s Podcast
Guest
Clay Finck chats with Dan Rasmussen about why Japanese equities offer some of the most attractive valuations in the market today, how stretched growth stock valuations are relative to value and much more.
Dan is the Founder and Portfolio Manager of Verdad, which is a global asset management firm that strives to achieve the highest risk-adjusted returns possible through rigorous research and its practical application.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro.
01:45 - Contrarian views of the market Dan holds relative to the rest of the market.
05:14 - Why the US is overvalued relative to international stocks.
09:19 - Historically how undervalued value indices are.
13:27 - Why Dan is bullish on Japan.
13:44 - The value mandate that Japan put in place to try and juice stock market valuations.
24:11 - Dan’s views on Japan’s policy of yield curve control.
24:42 - What’s keeping investors away from Japan’s stock market.
30:57 - What the financial accelerator is and how it relates to the 2023 banking crisis.
36:12 - How equity markets tend to behave after a Fed pause.
36:30 - How high-interest rates are affecting corporate earnings.
51:21 - Dan’s views on the Chaos Kings and their strategy of Crisis Investing.
60:40 - How Verdad’s portfolios are positioned today.
72:21 - What technologies excite Dan in creating a better society for the future.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
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SPONSORS
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Continue reading...
Dan is the Founder and Portfolio Manager of Verdad, which is a global asset management firm that strives to achieve the highest risk-adjusted returns possible through rigorous research and its practical application.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro.
01:45 - Contrarian views of the market Dan holds relative to the rest of the market.
05:14 - Why the US is overvalued relative to international stocks.
09:19 - Historically how undervalued value indices are.
13:27 - Why Dan is bullish on Japan.
13:44 - The value mandate that Japan put in place to try and juice stock market valuations.
24:11 - Dan’s views on Japan’s policy of yield curve control.
24:42 - What’s keeping investors away from Japan’s stock market.
30:57 - What the financial accelerator is and how it relates to the 2023 banking crisis.
36:12 - How equity markets tend to behave after a Fed pause.
36:30 - How high-interest rates are affecting corporate earnings.
51:21 - Dan’s views on the Chaos Kings and their strategy of Crisis Investing.
60:40 - How Verdad’s portfolios are positioned today.
72:21 - What technologies excite Dan in creating a better society for the future.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Check out of our review of Microcap Investing with Ian Cassel, or watch the video here.
- Follow Dan on Twitter.
- Follow Clay on Twitter.
NEW TO THE SHOW?
- Check out our We Study Billionaires Starter Packs.
- Browse through all our episodes (complete with transcripts) here.
- Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
- Enjoy exclusive perks from our favorite Apps and Services.
- Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
- River
- Toyota
- TurboTax
- Fidelity
- Meyka
- NDTCO
- Fundrise
- iFlex Stretch Studios
- Public
- NerdWallet
- American Express
- Shopify
- NetSuite
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Continue reading...