The Meb Faber Show - Better Investing

Dan Rasmussen & D.A. Wallach on The Future of Biotech and Healthcare | #589


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Today’s guests are Dan Rasmussen, founder of Verdad Advisers, and D.A. Wallach, a venture capital investor for Time BioVentures and an acclaimed recording artist. Pharrell Williams discovered D.A.’s band Chester French and signed the group to Interscope Records.

In today’s episode, Dan & D.A. discuss the current state of biotech, the impact of AI on healthcare, and the role of innovative treatments in transforming patient care. The three also touch on the shifting narrative of private equity, tax strategies, venture capital returns, and much more.

(0:00) Starts

(1:02) D. A.'s journey from musician to investor

(7:30) Dan on the state of biotech

(19:14) Opportunities and challenges in healthcare and biotech

(33:16) Private equity market dynamics

(41:30) Public vs. private markets and venture capital returns analysis

(59:54) Opportunities in international markets

(1:09:00) Tax strategies

(1:16:39) Potential biotech investments

(1:19:00) Global investment trends

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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. 

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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here

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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).


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