Hedgeye Podcasts Hedgeye Investing Summit Fall 2024 | Dan Rasmussen, Founder and CIO of Verdad Advisers
Oct 17, 2024
In this insightful discussion, Dan Rasmussen, Founder and CIO of Verdad Advisers and author of the upcoming book 'The Humble Investor', dives deep into the art of value investing. He emphasizes the power of humility in predicting market trends, advocating for strategies that exploit human error. Rasmussen critiques traditional financial models, suggesting that a fresh perspective can reveal hidden opportunities. He also shares his thoughts on Japan's economic landscape, the importance of diverse investment strategies, and how retirees can effectively protect their capital.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
The Humble Investor: Navigating Market Sentiment
02:29 • 9min
Navigating Investment Through Volatility and Correlation
11:16 • 5min
Understanding Financial Analysis Through Perspective
15:58 • 5min
Navigating Investment Complexity and Market Signals
21:13 • 4min
Navigating Japan's Economic Landscape
25:01 • 20min
Investment Principles and Diversification for Retirees
45:07 • 2min