Dan Rasmussen, Verdad Advisers - A Lot Of These Regime Changes Happen Around ...
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- เผยแพร่เมื่อ 7 ต.ค. 2024
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In episode 294, we welcome our guest, Dan Rasmussen, founder of Verdad Advisers, a global investment firm that provides a public market alternative to private equity.
In today’s episode, we start with an update on Dan’s private equity replication thesis and hear about the rise of private credit in the past few years.
Then we dive into his recent paper on emerging markets crisis investing. While buy and hold investors in emerging markets have experienced higher volatility for disappointing returns, Dan believes learning to navigate these EM crises can provide the ability to reap excess returns. He walks us through the differences between global and idiosyncratic crises and what performs best between both debt and equity in each case.
All this and more in episode 294 with Verdad Advisers’ Dan Rasmussen.
Dan Rasmussen is the best. Bring him back asap.
Dan is one of the best financial podcasts guests. Super smart, great story teller-- I never miss an episode with him.
But for the love of god, Dan, get yourself a proper mic. A ~$150-200 on a decent USB mic would dramatically improve your audio quality.
LOL and kudos to the discussion about Japan/USA inversion. I'm a 30 yr FC, enjoying the show, I'm a deep value guy...thank God the worm turned in November or I'd soon have been building a new book. What a crazy time. Good content, but wayyyyyyyy over the head of even the most informed non professional investor. The only people that have lots of liquidity in a crisis are the "pessimists" and they never buy bargains, because they're too smart for that.
DIY investors never get fixed income, especially the discussion at 50:00 That's even true here, as 2009 and 2020 really rewarded distressed fixed income investments! Loved the conversation about EM, solid logic, but here we are post recovery and EM equity has not done that much, but the dividend EM has, I suppose because most of that is the large/value oriented companies. Finance, Metals, and Energy which are now universally hot.
Whats going on? MY house was robbed LOL 1:22 did he just move in?