Dan Rasmussen, Verdad Advisers – Emerging Markets Crisis Investing (The Best Investment Writing Volume 6)

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 15 July 2022

⏱️ 10 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s episode features Dan Rasmussen reading his piece, Emerging Markets Crisis Investing. Dan is the Founder and Portfolio Manager for Verdad Advisers, a global investment firm that provides a public market alternative to private equity. The Best Investment Writing series features top research pieces that we’ve shared via The Idea Farm in the past year. Subscribe here so you get these sent to you each week. Check out the past series of The Best Investment Writing below: Volume 5 Volume 4 Volume 3 Volume 2 Volume 1 ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by Stream by AlphaSense. Stream is an expert transcript library used by people just like you to quickly perform preliminary diligence on new ideas related to their target companies in the tech, media, telecom, healthcare, consumer and industrial sectors; avoiding the time, hassle, and cost of traditional expert network calls. With over 15,000 on-demand expert call interviews, 100+ new transcripts added each day, AI smart search technology, and 70% of our experts unique to our network, it's no wonder the world's leading financial firms choose Stream. Today’s sponsor dollars are being donated to Harvard’s Center for Human Flourishing on behalf of Dan Rasmussen. ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome podcast friends. We're back with volume six of the best investment rioting
0:12.2	series each year our team carefully sorts Six of the Best Investment Rioting Series.
0:13.0	Each year, our team carefully sorts through tons of research
0:16.3	and investment letters from some of the most respected
0:18.9	money managers and investment researches from all over the world
0:22.2	to pick the best of the best to share with you.
0:24.4	We offer the authors of those pieces the chance to record an audio version as a segment of the
0:29.2	podcast. Past participants included the likes of Cam Harvey, Larry Swedro, and Rob or not.
0:35.0	Enough for me. Let's get to our guests and let them take over this special episode.
0:40.0	Hi, this is Dan Rasmussen. I'm the founder and
0:43.8	CIO of For Dad Advisors. For Dad Advisors is a hedge fund that pursues
0:48.6	multiple strategies across equities, credit, and global macro.
0:53.2	To learn more about us, you can follow me on Twitter
0:55.3	at Ed for Dad Cap or at www.
0:57.9	for Dad Cap.
0:59.6	We do write a weekly research email,
1:01.4	which we'd love for you to follow if you like our work.
1:04.0	Before we'd like to get to the piece, I'd like to thank Stream by Alpha Sense for sponsoring today's episode.
1:09.0	The money from this episode is being donated to Harvard Center for Human Flourishing.
1:14.0	The Center for Human Flourishing at Harvard studies the question of what it brings
1:18.4	happiness and meaning to people's lives. The work is done by a group of
1:22.4	psychologists, theologians, economists, and other social
	...

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