Dan Rasmussen, Verdad Advisers - A Lot Of These Regime Changes Happen Around Recessions And Crises | #294

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 17 March 2021

⏱️ 73 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In episode 294, we welcome our guest, Dan Rasmussen, founder of Verdad Advisers, a global investment firm that provides a public market alternative to private equity. In today’s episode, we start with an update on Dan’s private equity replication thesis and hear about the rise of private credit in the past few years. Then we dive into his recent paper on emerging markets crisis investing. While buy and hold investors in emerging markets have experienced higher volatility for disappointing returns, Dan believes learning to navigate these EM crises can provide the ability to reap excess returns. He walks us through the differences between global and idiosyncratic crises and what performs best between both debt and equity in each case. All this and more in episode 294 with Verdad Advisers’ Dan Rasmussen. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Medfavor Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Met Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.3	Did it industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:27.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of
0:31.2	Cambria Investment or its affiliates. For more information opinion of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:35.6	Hey, what's up y'all?
0:40.9	Great episode.
0:41.8	Our returning guest is the founder of Verdad Advisors, a global
0:46.0	investment firm that provides a public market alternative to private equity. In today's episode,
0:51.5	we start with an update on our guest private equity replication
0:54.7	thesis and hear about the rise of private credit in the past few years.
0:58.3	Then we dive into our guest's recent paper on emerging market crisis investing.
1:04.0	While buy and hold investors in emerging markets have recently experienced higher
1:07.5	volatility for disappointing returns, our guest believes learning to navigate these crises can provide the ability to reap excess returns.
1:16.0	He walks us through the differences between global and idiosyncratic crisis in what performs best
1:21.2	between both debt and equity in each case.
1:24.0	American Farmland is disappearing at an alarming rate.
1:28.0	According to the USDA, the U.S. has lost four acres of farmland per minute since 2000.
	...

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