TIP455: Indicators for Crisis Investing w/ Dan Rasmussen
We Study Billionaires - The Investor’s Podcast Network
Intro
This chapter explores the nuances of investing during turbulent times, questioning established models like discounted cash flow analysis. It introduces Verdad's four quadrant framework as a tool for overcoming biases and adapting to unpredictable market conditions.
IN THIS EPISODE, YOU'LL LEARN:
- 01:45 - What levels indicate a crisis.
- 12:00 - How to use the High Yield Spread as an indicator and why it works.
- 16:34 - Why you should reconsider using a discounted cash flow model.
- 29:46 - Verdad's four-quadrant approach.
- 35:20 - How to mitigate confirmation bias while using a quantitative approach.
- And a whole lot 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 Stig, Clay, and the other community members.
- Verdad Website.
- Dan Rasmussen Twitter.
- High Yield Spread Website.
- Trey Lockerbie Twitter.
- New to the show? Check out our We Study Billionaires Starter Packs.
- Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
- Check out our Favorite Apps and Services.
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