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The Security Analysis Podcast

Dan Rasmussen - The Humble Investor

Mar 26, 2025
Dan Rasmussen, founder of Verdad and author of 'The Humble Investor,' dives into innovative investment strategies shaped by his unique background. He discusses the importance of skepticism in investing, warning against blind reliance on expert predictions. Dan advocates for global diversification, highlighting the benefits of including international stocks. He emphasizes the enduring appeal of value investing during market downturns and critiques the risks associated with private equity, underscoring the real returns possible in public markets.
50:45

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Dan Rasmussen highlights the importance of historical analysis in investing, asserting that informed decisions are better than relying solely on intuition.
  • He introduces the concept of radical skepticism, urging investors to scrutinize both individual analyses and market consensus to avoid collective errors.

Deep dives

The Genesis of an Investor

The founder of Verdad, Dan Rasmussen, discusses how his passion for investing emerged from his background in history and literature. He emphasizes that investing is fundamentally about betting on ideas, which requires a strong understanding of historical financial data to inform future decisions. This blend of historical analysis and practical application allows investors to make informed decisions rather than relying solely on intuition. By analyzing past trends, he has cultivated a research approach that leverages historical lessons to guide current investment strategies.

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