Ep. 362: Dan Rasmussen on Private Equity’s Stranded Assets, Private Credit, and the AI Bubble

1 rich Libsyn https://www.libsyn.com 90 600 Ep. 362: Dan Rasmussen on Private Equity’s Stranded Assets, Private Credit, and the AI Bubble Daniel Rasmussen is the founder and managing partner of Verdad Advisers, an investment firm with over $1 billion in assets under management across multiple asset classes. He is the author of The Humble Investor (2025) and American Uprising (2011).&nbsp;Prior to founding Verdad, he worked at Bain Capital Private Equity and Bridgewater Associates.&nbsp;In this podcast, we discuss: Investing as Meta-analysis The Evolution of Private Equity Stranded Software Assets The Private Credit Mirage The "Adjusted EBITDA" Trap Small-Cap Growth Dangers The AI Capex Cycle AI Productivity Mindset Macro Hive Conversations With Bilal Hafeez https://macrohive.com/ <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/41620650/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/content/202902340