IN THIS EPISODE, YOU'LL LEARN:<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>﻿*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCES<ul><li>Verdad <a href="https://verdadcap.com/" rel="noopener noreferrer" target="_blank">Website</a>.</li><li>Dan Rasmussen <a href="https://twitter.com/verdadcap?lang=en" rel="noopener noreferrer" target="_blank">Twitter</a>.</li><li>High Yield Spread <a href="https://fred.stlouisfed.org/series/BAMLH0A0HYM2" rel="noopener noreferrer" target="_blank">Website</a>.</li><li>Trey Lockerbie <a href="https://twitter.com/treylockerbie" rel="noopener noreferrer" target="_blank">Twitter</a>.</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">We Study Billionaires Starter Packs</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">TIP Finance Tool</a>.</li><li>Check out our <a href="https://www.theinvestorspodcast.com/affiliates/" rel="noopener noreferrer" target="_blank">Favorite Apps and Services.</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">ZipRecruiter</a>&nbsp;for FREE today.</li><li>Find Pros & Fair Pricing for Any Home Project for Free with&nbsp;<a href="http://angi.com/" rel="noopener noreferrer" target="_blank">Angi</a>.</li><li>Send, spend and receive money around the world easily with&nbsp;<a href="https://wise.com/tip" rel="noopener noreferrer" target="_blank">Wise</a>.</li><li>Reclaim your health and arm your immune system with convenient, daily nutrition.&nbsp;<a href="http://athleticgreens.com/WSB" rel="noopener noreferrer" target="_blank">Athletic Greens</a>&nbsp;is going to give you a FREE 1 year supply&nbsp;of immune-supporting Vitamin D AND 5 FREE travel packs with your first&nbsp;purchase.</li><li>Break into the multifamily investing space or level up your investing game. Learn these at the&nbsp;<a href="http://mfincon.com/" rel="noopener noreferrer" target="_blank">Multifamily Investor Nation Convention</a>. 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Enjoy 60 days of free trial today.</li><li>Browse through all our episodes (complete with transcripts)&nbsp;<a href="https://www.theinvestorspodcast.com/we-study-billionaires/" rel="noopener noreferrer" target="_blank">here</a>.</li><li>Support our free podcast by supporting our&nbsp;<a href="https://www.theinvestorspodcast.com/sponsors/" rel="noopener noreferrer" target="_blank">sponsors</a>.</li></ul>HELP US OUT!Help us reach new listeners by leaving us a&nbsp;<a href="https://docs.google.com/presentation/d/1Rnl5KGxmrYISQ7UfbEREMN-AD6b40i6CwWUbXaTabmI/edit" rel="noopener noreferrer" target="_blank">rating and review</a>&nbsp;on&nbsp;<a href="https://podcasts.apple.com/us/podcast/we-study-billionaires-the-investors-podcast-network/id928933489" rel="noopener noreferrer" target="_blank">Apple Podcasts</a>! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! 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TIP455: Indicators for Crisis Investing w/ Dan Rasmussen

We Study Billionaires - The Investor’s Podcast Network