We Study Billionaires - The Investor’s Podcast Network
Business:Investing
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
NEW TO THE SHOW?
P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!
SPONSORS
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!
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
BTC165: Bitcoin's 2024 Technical Overview w/ NVK (Bitcoin Podcast)
TIP600: Business Durability and Strategy Masterclass with Hamilton Helmer
TIP599: Top Stocks for 2024 w/ Jonathan Boyar
BTC164: Bitcoin & Real Estate w/ Leon Wankum
RWH039: Optimal Performance w/ Daniel Goleman
TIP598: A Tribute to Charlie Munger
We Study Billionaires by The Investor's Podcast Network (Trailer)
BTC163: A Bitcoin HVAC & Hot Water System in the House w/ Michael Schmid (Bitcoin Podcast)
TIP597: Darwin's Investing Lessons w/ Kyle Grieve
TIP596: Building Wealth Through High-Quality Stocks w/ Stig Brodersen and Clay Finck
TIP595: Stock Market History & The AI Bubble w/ Jamie Catherwood
BTC162: The Free Speech Solution - Primal's Miljan Braticevic (Bitcoin Podcast)
RWH038: The $2.6 Trillion Man w/ Rick Rieder
TIP594: Contrarian Investing & Sir John Templeton w/ Scott Phillips
BTC161: Decentralizing Bitcoin Mining Pools w/ Bitcoin Mechanic (Bitcoin Podcast)
TIP593: Elon Musk by Walter Isaacson
BTC160: The Hidden Cost of Money w/ Seb Bunney
RWH037: Celebrating Charlie Munger w/ Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis
TIP592: Outperforming the Market since 1998 w/ Andrew Brenton
BTC159: Binance, GBTC, FinCEN and More w/ Joe Carlasare & HODL (Bitcoin Podcast)
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
Forward Guidance
Macro Voices
Money Girl
So Money with Farnoosh Torabi
The YNAB Podcast