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cover of episode “The Humble Investor” | Dan Rasmussen on Mag7, Value, Private Equity & Credit, and More

“The Humble Investor” | Dan Rasmussen on Mag7, Value, Private Equity & Credit, and More

2025/2/10
logo of podcast Monetary Matters with Jack Farley

Monetary Matters with Jack Farley
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Dan Rasmussen: 我认为投资的关键在于元分析,即相对于市场的看法。当前市场对人工智能的热情高涨,但未来增长具有很大的不确定性。大型科技公司在人工智能领域投入巨额资本支出,类似于风险投资,但回报未知。历史增长率对预测未来增长没有帮助,投资者应关注市场对公司未来表现的乐观程度,而非公司本身的增长潜力。我个人对人工智能持怀疑态度,因为我看到许多小型公司也因AI而受到追捧,但其中可能存在欺诈和投机行为。因此,我认为在人工智能投资中保持谦逊和谨慎至关重要。

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Dan Rasmussen, founder and CIO of Verdad Advisers, joins Jack to share insights on value, magnificent 7, private equity & credit, and bonds, from his new book, “The Humble Investor: How to find a winning edge in a surprising world.” Recorded on February 4, 2025. 

Follow Jack Farley on Twitter https://x.com/JackFarley96

Follow Dan Rasmussen on Twitter https://x.com/verdadcap)

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