IN THIS EPISODE, YOU'LL LEARN:

01:45 - What levels indicate a crisis.

12:00 - How to use the High Yield Spread as an indicator and why it works.

16:34 - Why you should reconsider using a discounted cash flow model.

29:46 - Verdad's four-quadrant approach.

35:20 - How to mitigate confirmation bias while using a quantitative approach.

And a whole lot 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 Stig, Clay, and the other community members.

Verdad Website.


Dan Rasmussen Twitter.


High Yield Spread Website.


Trey Lockerbie Twitter.


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Trey Lockerbie has on Dan Rasmussen, the Founder and Portfolio Manager of Verdad, which also releases research that Trey highly recommends. 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 they discuss in depth. Verdad also focuses on investing in a crisis and emphasizes Small-Cap investing and they discuss why.

TIP455: Indicators for Crisis Investing w/ Dan Rasmussen