{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Ep. 362: Dan Rasmussen on Private Equity\u2019s Stranded Assets, Private Credit, and the AI Bubble","description":" 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).&amp;nbsp;Prior to founding Verdad, he worked at Bain Capital Private Equity and Bridgewater Associates.&amp;nbsp;In this podcast, we discuss:  Investing as Meta-analysis The Evolution of Private Equity Stranded Software Assets The Private Credit Mirage The &quot;Adjusted EBITDA&quot; Trap Small-Cap Growth Dangers The AI Capex Cycle AI Productivity Mindset   ","author_name":"Macro Hive Conversations With Bilal Hafeez","author_url":"https:\/\/macrohive.com\/","html":"<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>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/202902340"}