

The Next Big Trade - Dan Rasmussen on When It’s Time for Small-Value Stocks
38 snips Oct 30, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 2min
What to Do in a Crisis?
02:14 • 2min
Is There a Crisis?
04:19 • 4min
Are We in a Crisis Right Now?
08:05 • 2min
Is There a Crisis in High Yield Debt?
09:58 • 2min
Do You Think the Dollar Is Important to Emerging Markets?
12:21 • 5min
Emerging Markets Are Going to Be 50% Drawed Hounds, Right?
17:20 • 1min
Private Equity - Your First Investment Idea Process
18:43 • 4min
Small Cap Value in Emerging Markets
22:13 • 5min
Is This a Pivot?
27:07 • 3min
What Works in a Crisis?
30:20 • 2min
The Quantitative Rules Work Really Well in Crisis
32:48 • 5min
Is Value Objectivistic and Observable?
37:36 • 3min
What's in a Multiple?
40:33 • 3min
Is It Safe?
43:32 • 4min
Is the UK in Crisis? Is It an Emerging Market?
47:41 • 3min
Are We in a Crisis?
50:31 • 2min
Is That Why You Named the Company Verde?
52:48 • 2min
The Next Big Trade Podcast
54:34 • 2min