Ep.103 Real Conversations: Dan Rasmussen, Founder and CIO of Verdad Advisers

from Hedgeye Podcasts · host Hedgeye Risk Management

In this new Real Conversation, Hedgeye CEO Keith McCullough will be joined by Dan Rasmussen, Founder and CIO of Verdad Advisers. One of the topics of discussion will be Rasmussen's thought-provoking research note on "Private Equity Fundamentals." In it, Dan warns investors that, "Rising interest costs and multiple contraction could spell trouble for institutional investors' favorite asset class."This is a must-see macro webcast which will illuminate various risks and opportunities ahead for investors.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look

What this episode covers

In this new Real Conversation, Hedgeye CEO Keith McCullough will be joined by Dan Rasmussen, Founder and CIO of Verdad Advisers. One of the topics of discussion will be Rasmussen's thought-provoking research note on "Private Equity Fundamentals." In it, Dan warns investors that, "Rising interest costs and multiple contraction could spell trouble for institutional investors' favorite asset class." This is a must-see macro webcast which will illuminate various risks and opportunities ahead for ...

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Ep.103 Real Conversations: Dan Rasmussen, Founder and CIO of Verdad Advisers

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This episode was published on July 18, 2023.

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