About this episode
Watch on YouTube. Today’s returning guests are Dan Rasmussen, founder of Verdad Advisers, and D.A. Wallach, a venture capital investor for Time BioVentures.
In today’s episode, we unpack the recent biotech surge through the lens of Dan’s recently published biotech report. We also explore China’s growing biotech market, shifting IPO and VC trends, and how valuation tools like CAPE fit into today’s regime.
Finally, we also discuss technology’s effect on productivity and corporate profits in the US, Japan’s economic anomaly, home country bias, and more.
(0:00) Starts
(1:20) Dan's research on the biotech sector
(19:10) D.A. on biotech in China
(27:01) IPO landscape
(31:01) Biotech VC update from D.A.
(32:16) Are US stocks overvalued?
(51:53) Dan's view of Japanese stocks
(57:40) Global equity markets and home country bias
(1:03:34) Book recommendations
(1:11:55) Wrap-up and future plans
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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham,
