Dan Rasmussen
8 statements across 3 episodes · 4 bullish · 3 bearish · 3 people on the record · first statement Feb 17, 2020 by Dan Rasmussen · said 12 times in 4 episodes since 2019 · across every show →
On the record as a speaker too: Dan Rasmussen's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Kip McDaniel (8), Ted Seides (2), Michael Mauboussin (1), Hayden Brain (1)
tap a year for its mentions
2022 2 mentions in 1 episode
2020 2 mentions in 2 episodes 1 per episode
2019 8 mentions in 1 episode
Everything said about Dan Rasmussen, oldest first
Feb 17, 2020
Feb 17, 2020 positive
Quantitative investors leverage Twitter for superior peer feedback
“I think this is why so many quantitative investors use social media and Twitter especially, is Because the feedback on your ideas is so good, and the knowledge sharing is so good. And so I think that it's like going to the best section of business school.”
Feb 17, 2020 negative
Most investors are story-driven rather than rule-testing
“And I find that that's actually relatively rare in investing. I think a lot of people are very story driven, and they're very idiosyncratic driven, so they're bottoms up, quote unquote. And they don't say, well, I'm gonna do X, but would X if it were applied a…”
Feb 17, 2020 negative
Executive compensation should not be tied to share price
“And this is more of a political point, but I don't think that executive compensation should be tied to share price. Because the share price is so volatile, and so wild, and it doesn't look like from this data that who the CEO is, is having much of an impact on…”
Feb 17, 2020 negative
CEO pedigree and elite education do not predict stock returns
“Turns out that going to business school empirically does not mean that your stock price does better. Turns out working at an investment bank or top tier consulting firm has no impact on the stock price of the company that you run. Turns out that your track rec…”
Feb 17, 2020 bullish
Mar 23, 2020 bullish
Mauboussin: Equities rebound strongly three months after a 20% market drawdown
“After a drawdown of 20% in the S&P 500, you wait three months. So now from the beginning of March through early June, and then you get involved. And then they looked at small cap and large cap value, small cap and large cap growth. And what they found essentia…”