DiscoverMerryn Talks MoneyBest of: The 'Humble' Investor Says Sell Private Equity, Sell US Tech, Buy Polish Small Caps
Best of: The 'Humble' Investor Says Sell Private Equity, Sell US Tech, Buy Polish Small Caps

Best of: The 'Humble' Investor Says Sell Private Equity, Sell US Tech, Buy Polish Small Caps

Update: 2025-08-151
Share

Description

Daniel Rasmussen, founder of Verdad Advisers and author of The Humble Investor: How to Find a Winning Edge in a Surprising World, joins Merryn. 

They discuss his book, why all forecasts are wrong (and why we need them anyway), the case for selling US tech and buying small caps, whether we’re in an artificial intelligence bubble, and Japanese equities.

This is a replay of a conversation taped in January this year. 

See omnystudio.com/listener for privacy information.

Comments 
loading
In Channel
Burnham’s Bond Gamble, Gavekal’s Turkish Play, and Gold’s Crowded Hedge

Burnham’s Bond Gamble, Gavekal’s Turkish Play, and Gold’s Crowded Hedge

2025-09-2616:51

Your Money Questions Answered: Pensions, Taxes and the UK’s Debt Outlook

Your Money Questions Answered: Pensions, Taxes and the UK’s Debt Outlook

2025-09-2429:50

What to Buy Now as The US Loses Its Edge

What to Buy Now as The US Loses Its Edge

2025-09-2240:23

UK Jobs Squeeze, AI Disruption, and Diverging Rate Cuts

UK Jobs Squeeze, AI Disruption, and Diverging Rate Cuts

2025-09-1915:41

UPDATE: Why Your Tax-Free Pension Lump Sum Is Under Growing Threat

UPDATE: Why Your Tax-Free Pension Lump Sum Is Under Growing Threat

2025-09-1723:41

The Real Reason UK Energy Prices Are Skyrocketing

The Real Reason UK Energy Prices Are Skyrocketing

2025-09-1536:17

Gold vs. Bitcoin: What’s Driving the Safe-Haven Rally in 2025

Gold vs. Bitcoin: What’s Driving the Safe-Haven Rally in 2025

2025-09-1220:56

How University Students Should Approach Their Finances

How University Students Should Approach Their Finances

2025-09-1017:16

Odd Lots: Liz Truss on the 'Doom Loop' Engulfing the UK Economy

Odd Lots: Liz Truss on the 'Doom Loop' Engulfing the UK Economy

2025-09-0801:02:15

Gilts, Gold and Property Tax

Gilts, Gold and Property Tax

2025-09-0420:21

Live from Fringe: Virtue, Vice and the Price of Money

Live from Fringe: Virtue, Vice and the Price of Money

2025-09-0352:42

Live from Fringe: How to Prevent AI From Causing an Economic Catastrophe

Live from Fringe: How to Prevent AI From Causing an Economic Catastrophe

2025-09-0142:53

Live from Fringe: What Would Adam Smith Think About Trump’s Tariffs?

Live from Fringe: What Would Adam Smith Think About Trump’s Tariffs?

2025-08-2947:11

Best of: The 'Humble' Investor Says Sell Private Equity, Sell US Tech, Buy Polish Small Caps

Best of: The 'Humble' Investor Says Sell Private Equity, Sell US Tech, Buy Polish Small Caps

2025-08-1549:04

Have We Finally Turned a Corner?

Have We Finally Turned a Corner?

2025-08-1416:05

Best of: Is There a Tradeoff Between Net Zero and UK Growth?

Best of: Is There a Tradeoff Between Net Zero and UK Growth?

2025-08-0839:19

Tactics, Tariffs and Truth Bombs

Tactics, Tariffs and Truth Bombs

2025-08-0618:11

The Global Reallocation of Trust

The Global Reallocation of Trust

2025-08-0138:41

The US-EU Tariff Deal and Reeves vs Bailey

The US-EU Tariff Deal and Reeves vs Bailey

2025-07-3024:49

Are UK Retirement Homes Worth the Investment? And More Housing Questions Answered

Are UK Retirement Homes Worth the Investment? And More Housing Questions Answered

2025-07-2926:23

loading
Google Play
Download from Google Play
Castbox
Download from App Store
usUnited States
00:00
00:00
1.0x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Best of: The 'Humble' Investor Says Sell Private Equity, Sell US Tech, Buy Polish Small Caps

Best of: The 'Humble' Investor Says Sell Private Equity, Sell US Tech, Buy Polish Small Caps

Bloomberg