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Podcast: The Meb Faber Show - Better Investing
Episode: Dan Rasmussen - “The Crown Jewel of the Alternative Universe is Private Equity" | #90
Description: In Episode 90, we welcome Founder and Portfolio Manager of Verdad, Dan Rasmussen.We start with a brief walk-through of Dan’s background. It involves a Harvard education, a New York Times best-selling book, a stint at Bridgewater, consulting work with Bain, then his own foray into private equity.Turning to investments, Meb lays the groundwork by saying how many people misunderstand the private equity market in general (often confusing it for venture capital). He asks Dan for an overview, then some specifics on the state of the industry today.Dan clarifies that when he...