August 25, 2023

MI Rewind: Building a Balanced Portfolio w/ Daniel Rasmussen

44 minutes

Clay Finck chats with Daniel Rasmussen about his experience being intern at Bridgewater Associates, how to build a balanced portfolio, and much more!

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

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.

07:05 - 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.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Check out Verdad Capital’s Research.

Check out Ray Dalio’s new book, Principles for Dealing with the Changing World Order.

Related episode: Listen to MI141: Studying Financial History w/ Ken Winans, or watch the video.

Related episode: Listen to MI114: Contrarian Thinking w/ Codie Sanchez, or watch the video.

Get a FREE audiobook from Audible.

NEW TO THE SHOW?

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

Found

Toyota

Fundrise

Facet

NetSuite

Connect with Dan: Website | Twitter | Research

Connect with Clay: Twitter

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

...more

View all episodes

By The Investor's Podcast Network

4.6

542542 ratings

August 25, 2023

MI Rewind: Building a Balanced Portfolio w/ Daniel Rasmussen

44 minutes

Clay Finck chats with Daniel Rasmussen about his experience being intern at Bridgewater Associates, how to build a balanced portfolio, and much more!

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

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.

07:05 - 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.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Check out Verdad Capital’s Research.

Check out Ray Dalio’s new book, Principles for Dealing with the Changing World Order.

Related episode: Listen to MI141: Studying Financial History w/ Ken Winans, or watch the video.

Related episode: Listen to MI114: Contrarian Thinking w/ Codie Sanchez, or watch the video.

Get a FREE audiobook from Audible.

NEW TO THE SHOW?

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

Found

Toyota

Fundrise

Facet

NetSuite

Connect with Dan: Website | Twitter | Research

Connect with Clay: Twitter

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

...more

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MI Rewind: Building a Balanced Portfolio w/ Daniel Rasmussen

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