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Macro Hive Conversations With Bilal HafeezAuthor: Bilal Hafeez
We talk economics and markets with leading policymakers and investors. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Ep. 362: Dan Rasmussen on Private Equity's Stranded Assets, Private Credit, and the AI Bubble
Episode 362
Friday, 12 June, 2026
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). Prior to founding Verdad, he worked at Bain Capital Private Equity and Bridgewater Associates. 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
