The Meb Faber Show: “Biotech Is In A Historic Crash — Time To Buy? (Dan Rasmussen & D.A. Wallach)”
The Meb Faber Show: “Biotech Is In A Historic Crash — Time To Buy? (Dan Rasmussen & D.A. Wallach)”
Today’s guests are Dan Rasmussen, founder of Verdad Advisers, and D.A. Wallach, a venture capital investor for Time BioVentures and an acclaimed recording artist. Pharrell Williams discovered D.A.’s band Chester French and signed the group to Interscope Records.
In today’s episode, Dan & D.A. discuss the current state of biotech, the impact of AI on healthcare, and the role of innovative treatments in transforming patient care. The three also touch on the shifting narrative of private equity, tax strategies, venture capital returns, and much more.
To see links or read the transcript of the episode, visit us at: https://www.themebfabershow.com/episo…
(0:00) Starts
(1:02) D. A.’s journey from musician to investor
(7:30) Dan on the state of biotech
(19:14) Opportunities and challenges in healthcare and biotech
(33:16) Private equity market dynamics
(41:30) Public vs. private markets and venture capital returns analysis
(59:54) Opportunities in international markets
(1:09:00) Tax strategies
(1:16:39) Potential biotech investments
(1:19:00) Global investment trends
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