The Meb Faber Show: “Biotech Just Had Its Big Reset – Here’s What Comes Next (Dan Rasmussen, D.A. Wallach & Meb Faber)”
The Meb Faber Show: “Biotech Just Had Its Big Reset – Here’s What Comes Next (Dan Rasmussen, D.A. Wallach & Meb Faber)”
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.
To see links or read the transcript of the episode, visit us at: https://www.themebfabershow.com/episo…
(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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