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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: MI161: Building a Balanced Portfolio w/ Daniel Rasmussen
Description: IN THIS EPISODE, YOU’LL LEARN:
01:53 - How interning at Bridgewater Associates impacted Dan as an investor.
07:05 - The four types of economic environments that ultimately drive asset class returns.
21:10 - Which asset class performs very well during an inflationary period?
29:18 - Why small-cap value stocks are potentially a great way to diversify your portfolio.
29:18 - Dan’s thoughts on diversifying into international stocks, emerging markets and other asset classes.
37:19 - Why Dan prefers to avoid investing in China.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.