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5 results for “Dan Rasmussen” by Dan Rasmussen
Dan Rasmussen
5 episodes · View guest page
Dan and I have spent a lot of time talking about asset allocation broadly, which I think for taxable investors has been tremendously neglected. And in particular, when you start looking outside of just public equities, the tax disadvantages for those
position of the government, and they own a lot of financial assets. They own a lot of domestic equities, and they own a lot of domestic sovereign debt. So that changes that picture a little bit. But, you know, for for a long time, the, secular stagna
The second thing you could look at this and and conclude is that it might be a little arbitrary, but the horizontal lines that they drew here are are meant to kinda depict some sort of regime change and some, you know, lowering of the equity risk pre
some of these questions. I know you had Victor Hagan. He just wrote a great thing about, Roth conversion, and I I can show something. I was just wrestling with this recently, and I felt it might be of interest to you and your listeners. This is just
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