Limitations of Mean Variance Models and Sponsor Ads

Exploring the shortcomings of mean variance models in predicting high inflation and their failure to consider historical periods of high inflation like the 70s, along with sponsor ads from Masterclass, Airbnb, and NetSuite.

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Clay Finck chats with Daniel Rasmussen about his experience being intern at Bridgewater Associates, how to build a balanced portfolio, and much more!

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

01:53 - How interning at Bridgewater Associates impacted Dan as an investor.

07:05 - The four types of economic environments that ultimately drive asset class returns.

07:05 - Which asset class performs very well during an inflationary period?

29:18 - Why small-cap value stocks are potentially a great way to diversify your portfolio.

29:18 - Dan’s thoughts on diversifying into international stocks, emerging markets and other asset classes.

37:19 - Why Dan prefers to avoid investing in China.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out Verdad Capital’s Research.
Check out Ray Dalio’s new book, Principles for Dealing with the Changing World Order.
Related episode: Listen to MI141: Studying Financial History w/ Ken Winans, or watch the video.
Related episode: Listen to MI114: Contrarian Thinking w/ Codie Sanchez, or watch the video.
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