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Hi, and welcome to the Longview.

I'm Dan Lefkowitz, strategist for Morning Star Indexes.

Our guest this week is Daniel Rasmussen.

He's the founder and portfolio manager of Verdad Advisors, a hedge fund.

Before starting Verdad, Dan worked at Bain Capital Private Equity and Bridgewater Associates.

He's a member of the Investment Committee of the

Trustees of Donations of the Episcopal Church, and he's a contributor to the Wall Street Journal.

Dan is author of the new book, The Humble Investor, How to Find a Winning Edge in a Surprising World.

His earlier book was American Uprising, The Untold Story of America's Largest Slave Revolt.

Dan holds a bachelor's from Harvard and an MBA from Stanford.

Dan, thanks so much for joining us on the Longview. My pleasure. Thanks for having me on.

Absolutely. So I wanted to kick off by asking you a little bit about your background. You have a somewhat unusual academic background for a hedge fund manager. You studied history and literature.

Maybe you can explain how you got into investment management. Yeah, the short answer is I needed a job.

The longer answer, though, is that, you know, I think what attracted me to investing is twofold.

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