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b'My guest this morning is Dan Rasmussen of Verdad Capital. Like me, Dan and his firm focus on quantitative research. Just a month before the COVID crisis hit markets, they completely and published a study on investing during periods of market crisis, which is the topic of this conversation. We discuss what works and what doesn\\u2019t during and after acute periods of panic in markets. I think you\\u2019ll find it extremely informative. Because Dan\\u2019s firm and my own share many beliefs about investing and conduct similar flavors of research, I try to offer devil\\u2019s advocate questions throughout. Please enjoy.\\n This episode is brought to by\\xa0Koyfin.\\n For more episodes go to InvestorFieldGuide.com/podcast.\\n Sign up for the book club, where you\\u2019ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.\\n Follow Patrick on Twitter at @patrick_oshag\\xa0\\n Show Notes\\n 1:54 \\u2013 (First question) \\u2013 What he sees in the markets today given the atmosphere right now\\n 4:26 \\u2013 An overview of their study: Crisis Investing: How to Maximize Return During Market Panics\\n 8:38 \\u2013 How things get more predictable during crisis\\n 11:15 \\u2013 The length of these crises and assets they focused on\\n 12:40 \\u2013 What happens to bonds and credit during these times\\n 15:50 \\u2013 Geography of crises\\n 18:14 \\u2013 How does this impact the philosophy of just index investing\\n 20:40 \\u2013 Positioning of value in this market\\n 27:50 \\u2013 Lessons from other crises\\n 32:21 \\u2013 Importance of a blended factor approach\\n 35:44 \\u2013 Role of momentum\\n 38:10 \\u2013 What else he is paying attention to during this crisis\\n Learn More\\n For more episodes go to InvestorFieldGuide.com/podcast.\\xa0\\n Sign up for the book club, where you\\u2019ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub\\n Follow Patrick on Twitter at @patrick_oshag'