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At the Spring 2025 Investor Summit, Rasmussen challenged conventional wisdom on growth, volatility, and capital allocation—offering a data-backed critique of forecasting models and the herd behavior driving recent investment manias. From dissecting the AI arms race to the pitfalls of private market exuberance, Divya and Dan discuss where the market is headed—and why small-cap and international equities may be due for a resurgence.
In this session, you’ll learn:
- Why forecasting growth beyond a one-year horizon is nearly impossible—and what that means for long-term models
- How capital misallocation and “competition neglect” are fueling volatility in sectors like AI
- What the reversal of the private equity boom could mean for public small caps and international markets
- Why passive investing is distorting valuations and creating opportunities for active stock pickers
- Where contrarian investors might find value in overlooked regions like Japan, South Korea, and biotech
This is essential viewing for investors seeking to understand the next cycle of opportunity. Watch the full discussion now.