Nick Schmitz's guest appearances

Nick Schmitz

How Do We Make It Better

Valuewalk's ValueTalks

The Sure Investing Podcast

Dan Rasmussen

Jack Vogel

Eric Ervin

Tobias Carlisle

Kevin Kelly

Chris White

Nicholas Ward

Keith Smith

Bill Browder

Nassim Nicholas Taleb

Gregory Zuckerman

Guy Davis

Jeremy Schwartz

Scott Miller

Howard Marks

OwlTail

Brian Chingono

Good Morning Listeners,Today is a very special episode. I am joined with Dan Rasmussen, the founder and Portfolio Manager of Verdad, Nick Schmitz, Japan Portfolio Manager, and Brian Chingono, Director of Quantitative Research.  In today’s episode we discuss what they find works in investing.Transcript here https://valuewalkpremium.com/2019/02/quantitative-investing-rasmussen-schmitz-chingono/HiddenValueStocks interview with Verdad from the summer of 2017 on their favorite small caps is right here https://hiddenvaluestocks.com/previous-issues/Check out the Verdad at http://verdadcap.com. I encourage everyone to join their emailing list with their weekly commentaries. In addition, check out their research papers:https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2639647 https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2776355Enjoy and thanks for the listen

Good Morning Listeners, Today is a very special episode. I am joined with Dan Rasmussen, the founder and Portfolio Manager of Verdad, Nick Schmitz, Japan Portfolio Manager, and Brian Chingono, Director of Quantitative Research. In today’s episode we discuss what they find works in investing. Transcript here <a href="https://valuewalkpremium.com/2019/02/quantitative-investing-rasmussen-schmitz-chingono/" rel="nofollow" target="_blank">https://valuewalkpremium.com/2019/02/quantitative-investing-rasmussen-schmitz-chingono/</a> HiddenValueStocks interview with Verdad from the summer of 2017 on their favorite small caps is right here <a href="https://hiddenvaluestocks.com/previous-issues/" rel="nofollow" target="_blank">https://hiddenvaluestocks.com/previous-issues/</a> Check out the Verdad at <a href="http://verdadcap.com" rel="nofollow" target="_blank">http://verdadcap.com</a>. I encourage everyone to join their emailing list with their weekly commentaries. In addition, check out their research papers: <a href="https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2639647" rel="nofollow" target="_blank">https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2639647</a> <a href="https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2776355" rel="nofollow" target="_blank">https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2776355</a> Enjoy and thanks for the listen

Quantitative Investing with Verdad founder, Dan Rasmussen, Nick Schmitz, Brian Chingono

Today’s conversation is with Dan Rasmussen and Nick Schmitz from Verdad Advisers. Verdad is an investment firm that seeks to capture private equity-like returns in the public markets by quantitatively capturing the most important drivers of private equity returns. Surprisingly, these aren’t the operational improvements that many private equity firms claim, but more fundamental factors like size, value, leverage, and the willingness to pay down debt. This conversation also includes a detailed discussion of Verdad’s favorite international market, and why capital allocation differences there make their strategy even more powerful. The first voice you’ll hear is Dan, followed by Nick. Please enjoy this conversation with Dan and Nick from Verdad Advisers. You can sign up for Verdad's email list - where they publish truly excellent research - here. You can view full show notes from this episode of Sure Investing here. 

Today’s conversation is with Dan Rasmussen and Nick Schmitz from <a href="http://verdadcap.com/" rel="nofollow" target="_blank">Verdad Advisers</a>. Verdad is an investment firm that seeks to capture private equity-like returns in the public markets by quantitatively capturing the most important drivers of private equity returns. Surprisingly, these aren’t the operational improvements that many private equity firms claim, but more fundamental factors like size, value, leverage, and the willingness to pay down debt. This conversation also includes a detailed discussion of Verdad’s favorite international market, and why capital allocation differences there make their strategy even more powerful. The first voice you’ll hear is Dan, followed by Nick. Please enjoy this conversation with Dan and Nick from Verdad Advisers. You can sign up for Verdad's email list - where they publish truly excellent research - <a href="http://eepurl.com/dibK3L%20" rel="nofollow" target="_blank">here</a>. You can view full show notes from this episode of Sure Investing <a href="http://sureinvesting.co/private-equity/" rel="nofollow" target="_blank">here</a>.

Private Equity Investing in the Public Markets with Dan Rasmussen and Nick Schmitz

Nick and Dan have taken circuitous routes to be hedge fund managers either or both have them would have gone by the title: philosopher, investment banker, historian, author, professor, and Marine Infantry Officer. They talk through their reasons for settling on hedge-fund management (for now), and explain how they believe that a small, targeted, hedge fund can make the world a better place.  Things that we talked about during the show:   Dan’s book: American Uprising: The Untold Story of America’s Largest Slave Revolt https://www.goodreads.com/book/show/9336614-american-uprising Seeing like a State: How Certain Schemes to Improve the Human Condition Have Failed by James C. Scott https://www.goodreads.com/book/show/20186.Seeing_like_a_State Bonus: https://americanaffairsjournal.org/2017/05/bankruptcy-modern-finance-theory We didn’t talk about it in the show, but they wanted you to know about it  How to connect with them:  www.verdadcap.com sign up for research notes  Subscribe and see all episodes at www.dougabdiel.com/places-to-subscribe or bit.ly/hdwmib link The post Nick Schmitz and Dan Rasmussen on How the “Olympics of the Mind”-Hedge Funds-Can Make it Better first appeared on How Do We Make It Better?.

Nick and Dan have taken circuitous routes to be hedge fund managers either or both have them would have gone by the title: philosopher, investment banker, historian, author, professor, and Marine Infantry Officer. They talk through their reasons for settling on hedge-fund management (for now), and explain how they believe that a small, targeted, hedge fund can make the world a better place. Things that we talked about during the show: <ul> <li>Dan’s book: American Uprising: The Untold Story of America’s Largest Slave Revolt <a href="https://www.goodreads.com/book/show/9336614-american-uprising" rel="nofollow" target="_blank">https://www.goodreads.com/book/show/9336614-american-uprising</a></li> <li>Seeing like a State: How Certain Schemes to Improve the Human Condition Have Failed by James C. Scott <a href="https://www.goodreads.com/book/show/20186.Seeing_like_a_State" rel="nofollow" target="_blank">https://www.goodreads.com/book/show/20186.Seeing_like_a_State</a></li> <li>Bonus: <a href="https://americanaffairsjournal.org/2017/05/bankruptcy-modern-finance-theory" rel="nofollow" target="_blank">https://americanaffairsjournal.org/2017/05/bankruptcy-modern-finance-theory</a> We didn’t talk about it in the show, but they wanted you to know about it</li> </ul> How to connect with them: <ul> <li><a href="http://www.verdadcap.com" rel="nofollow" target="_blank">www.verdadcap.com</a> sign up for research notes</li> </ul> Subscribe and see all episodes at <a href="http://www.dougabdiel.com/places-to-subscribe" rel="nofollow" target="_blank">www.dougabdiel.com/places-to-subscribe</a> or <a href="http://bit.ly/hdwmib" rel="nofollow" target="_blank">bit.ly/hdwmib</a> <a href="http://bit.ly/hdwmib" rel="nofollow" target="_blank">link</a> <a href="https://www.addtoany.com/add_to/facebook?linkurl=http%3A%2F%2Fwww.dougabdiel.com%2Fpodcast%2Fnick-schmitz-and-dan-rasmussen-on-how-the-olympics-of-the-mind-hedge-funds-can-make-it-better%2F&amp;linkname=Nick%20Schmitz%20and%20Dan%20Rasmussen%20on%20How%20the%20%E2%80%9COlympics%20of%20the%20Mind%E2%80%9D-Hedge%20Funds-Can%20Make%20it%20Better" rel="nofollow noopener" target="_blank"></a><a href="https://www.addtoany.com/add_to/twitter?linkurl=http%3A%2F%2Fwww.dougabdiel.com%2Fpodcast%2Fnick-schmitz-and-dan-rasmussen-on-how-the-olympics-of-the-mind-hedge-funds-can-make-it-better%2F&amp;linkname=Nick%20Schmitz%20and%20Dan%20Rasmussen%20on%20How%20the%20%E2%80%9COlympics%20of%20the%20Mind%E2%80%9D-Hedge%20Funds-Can%20Make%20it%20Better" rel="nofollow noopener" target="_blank"></a><a href="https://www.addtoany.com/share#url=http%3A%2F%2Fwww.dougabdiel.com%2Fpodcast%2Fnick-schmitz-and-dan-rasmussen-on-how-the-olympics-of-the-mind-hedge-funds-can-make-it-better%2F&amp;title=Nick%20Schmitz%20and%20Dan%20Rasmussen%20on%20How%20the%20%E2%80%9COlympics%20of%20the%20Mind%E2%80%9D-Hedge%20Funds-Can%20Make%20it%20Better" rel="nofollow" target="_blank"></a>The post <a href="http://www.dougabdiel.com/podcast/nick-schmitz-and-dan-rasmussen-on-how-the-olympics-of-the-mind-hedge-funds-can-make-it-better/" rel="nofollow" target="_blank">Nick Schmitz and Dan Rasmussen on How the “Olympics of the Mind”-Hedge Funds-Can Make it Better</a> first appeared on <a href="http://www.dougabdiel.com" rel="nofollow" target="_blank">How Do We Make It Better?</a>.

Nick Schmitz and Dan Rasmussen on How the “Olympics of the Mind”-Hedge Funds-Can Make it Better