On today’s episode we have Dan Rasmussen, the Founder and Portfolio Manager of Verdad, which also releases research that I highly recommend you check out. For example, they have a high conviction around using the High Yield Spread to determine the current macro environment we’re in or entering into, which we discuss in depth. Verdad also focuses on investing in a crisis and emphasizing Small Cap investing and we discuss why.   IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:00:36 - What levels indicate a crisis 00:03:11 - How to use the High Yield Spread as an indicator and why it works 00:16:53 - Why you should reconsider using a discounted cash flow model 00:28:15 - Verdads four quadrant approach 00:34:36 - How to mitigate confirmation bias while using a quantitative approach   I really enjoyed speaking with Dan. He’s highly intelligent and very thoughtful with his responses. I hope you enjoy it so here’s my conversation with Dan Rasmussen. ☕ Get the freshest roasted and ethically sourced beans from America’s best local roasters with Trade Coffee. Plus, a total of $30 off your first order and free shipping — that’s more than 40 cups of coffee for free! To get started, take the quiz at https://drinktrade.com/TIP, and start the journey to your perfect cup. ✔️ Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: https://open.spotify.com/episode/17Wj4JGOAFXCyGzFNhjwlN 🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/episodes/indicators-for-crisis-investing-w-dan-rasmussen/ 💡 OTHER RESOURCES - Visit Dan’s website: https://verdadcap.com/ - High Yield Spread Website: https://fred.stlouisfed.org/series/BAMLH0A0HYM2 - Connect with Dan: https://twitter.com/verdadcap - Connect with Trey: https://twitter.com/TreyLockerbie ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ LISTEN 🎧 TO OTHER SHOWS FROM OUR NETWORK: ₿ If you're interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8wOLjjwNCM5B1qFdrtTdTZ 📚Dive into value investing and learn more about billionaires with our We Study Billionaires podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F9dDPFYGAHRbrWoToCe2uoU 🏘 Learn the ins and outs of real estate investing with our Real Estate 101 podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8Yw_8xO2nk-RD7fhb3yktn 💸Get introduced to the world of investing with our Millennial Investing podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F_p00VYv3psJ8rhDAGOvR5W ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ FOLLOW US ON SOCIAL MEDIA📱: 💻 Facebook: https://www.facebook.com/groups/theinvestorspodcast/ 👔 Linkedin: https://www.linkedin.com/company/the-investor's-podcast/ 🐦 Twitter: https://twitter.com/TIP_Network ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ 📥 Download Stig & Preston's 1-page checklist for finding great stock picks: https://www.theinvestorspodcast.com/form-youtube-checklist/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.