TIP455: Indicators for Crisis Investing w/ Dan Rasmussen

<p><strong>IN THIS EPISODE, YOU'LL LEARN:</strong></p><ul><li>01:45 - What levels indicate a crisis.</li><li>12:00 - How to use the High Yield Spread as an indicator and why it works.</li><li>16:34 - Why you should reconsider using a discounted cash flow model.</li><li>29:46 - Verdad's four-quadrant approach.</li><li>35:20 - How to mitigate confirmation bias while using a quantitative approach.</li><li>And a whole lot more!</li></ul><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Verdad <a href="https://verdadcap.com/" rel="noopener noreferrer" target="_blank"><strong>Website</strong></a><strong>.</strong></li><li>Dan Rasmussen <a href="https://twitter.com/verdadcap?lang=en" rel="noopener noreferrer" target="_blank"><strong>Twitter</strong></a><strong>.</strong></li><li>High Yield Spread <a href="https://fred.stlouisfed.org/series/BAMLH0A0HYM2" rel="noopener noreferrer" target="_blank"><strong>Website</strong></a><strong>.</strong></li><li>Trey Lockerbie <a href="https://twitter.com/treylockerbie" rel="noopener noreferrer" target="_blank"><strong>Twitter</strong></a><strong>.</strong></li><li>New to the show? Check out our&nbsp;<a href="https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/" rel="noopener noreferrer" target="_blank"><strong>We Study Billionaires Starter Packs</strong></a>.</li><li>Our&nbsp;tool for picking stock winners and managing our portfolios:&nbsp;<a href="https://www.theinvestorspodcast.com/tip-finance/" rel="noopener noreferrer" target="_blank"><strong>TIP Finance Tool</strong></a>.</li><li>Check out our <a href="https://www.theinvestorspodcast.com/affiliates/" rel="noopener noreferrer" target="_blank"><strong>Favorite Apps and Services.</strong></a></li><li>Find people with the right experience and invite them to apply to your job. Try&nbsp;<a href="https://ziprecruiter.com/wsb" rel="noopener noreferrer" target="_blank"><strong>Zip