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

Hedgeye Podcasts - A podcast by Hedgeye Risk Management

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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 ...