Dan Rasmussen — Crises Investing (EP.56)

1

Introduction

00:00 • 2min

2

The Doctor Dray Song With the M and M Lyrics

02:19 • 2min

3

Emerging Markets Are the Best Things in Slice Bread

04:34 • 3min

4

Emerging Market Crisis

07:45 • 4min

5

The Generational Buying Opportunity

11:21 • 2min

6

Why Does Sometimes Cheapness Not Work?

13:20 • 4min

7

How Do You Buy Emerging Market Stocks?

17:33 • 2min

8

Quant Equity

19:10 • 5min

9

Private Equity and Private Credit - What's Going On?

23:48 • 4min

10

The Persistence of Bad Models

27:38 • 4min

11

Is Nothing Predictable?

32:00 • 4min

12

'Sederousperibus'

35:38 • 3min

13

What Are Your Thoughts About the Volatility of Markets?

38:34 • 5min

14

Is There a Bubble in Electric Vehicle Stocks?

43:22 • 3min

15

Emerging Markets - I'm Going to Lead With That

46:15 • 3min

16

Evolution Is a Deeply Cruel Process

48:52 • 5min

17

The Stock Market Is a Complex, Adaptive System With Feedback

53:32 • 3min

18

Is It Possible to Confirm a Black Swan?

56:53 • 2min

19

What's a Salian Event That Destroys a Narrative?

59:21 • 3min

20

Why Machine Learning Is So Powerful

01:02:32 • 3min

21

The Impresario Manefestor, What Are You Going to Put in People's Minds?

01:05:34 • 2min

22

Are You Afraid to Say What You Think?

01:08:00 • 3min

23

Are You Subtracting People?

01:10:50 • 5min