IN THIS EPISODE, YOU’LL LEARN:
00:00:00 – Intro
00:00:36 – What levels indicate a crisis
00:03:11 – How to use the High Yield Spread as an indicator and why it works
00:16:53 – Why you should reconsider using a discounted cash flow model
00:28:15 – Verdads four quadrant approach
00:34:36 – How to mitigate confirmation bias while using a quantitative approach
I really enjoyed speaking with Dan. He’s highly intelligent and very thoughtful with his responses. I hope you enjoy it so here’s my conversation with Dan Rasmussen.
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?? Access our free show notes and transcript here: https://www.theinvestorspodcast.com/episodes/indicators-for-crisis-investing-w-dan-rasmussen/
? OTHER RESOURCES
– Visit Dan’s website: https://verdadcap.com/
– High Yield Spread Website: https://fred.stlouisfed.org/series/BAMLH0A0HYM2
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– Connect with Trey: https://twitter.com/TreyLockerbie
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?Get introduced to the world of investing with our Millennial Investing podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F_p00VYv3psJ8rhDAGOvR5W
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