# Dan Rasmussen

Meilleurs épisodes de podcast
Actualisé:

Ep. 362: Dan Rasmussen on Private Equity's Stranded Assets, Private Credit, and the AI Bubble

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…

Why I'm Running: Public Lands

In the first episode of The Byrd Call, James Byrd sits down with KODI Radio's Dan Rasmussen to talk about the issue that inspired him to get into this race: public lands. They dig into federal mismanagement of BLM and Forest Service lands, the economic case for keeping public lands in public hands,…

The Great Private Equity Hangover | Protect the Pile Episode 19 w/ Dan Rasmussen

On this episode of Protect the Pile, R. Patrick Kent, John McNamara and Brooks Cutright sit down with Dan Rasmussen, Founder and Managing Partner of Verdad Advisers, for a sharp, skeptical look at private markets, Japan, small caps and the AI boom. Rasmussen explains why private equity may be less …

Private Equity Unwind with Dan Rasmussen, Founder & Managing Partner of Verdad Advisers

In this episode of the Planet MicroCap Podcast, recorded just ahead of Planet MicroCap Las Vegas, I spoke with Dan Rasmussen, Founder and Manager Partner of Verdad Advisers, to dig into where we actually stand on the value and microcap cycle - and whether the last few years of pain are finally turn…

Dan Rasmussen on Private Markets, Intangible Moats, and Where Value Still Works

Dan Rasmussen, founder and managing partner of Verdad Advisers and author of The Humble Investor, joins Kai Wu to examine the unraveling of private equity, the rise of private credit, and how AI is reshaping software, labor, and the economics of technology investing. They also explore the massive A…

Private Equity Chased Software. Big Tech Is Chasing AI. Dan Rasmussen on If They Are Making the Same Mistake Twice

Dan Rasmussen, founder and managing partner of Verdad Advisers and author of The Humble Investor, joins Kai Wu to examine the unraveling of private equity, the rise of private credit, and how AI is reshaping software, labor, and the economics of technology investing. They also explore the massive A…

How AI Speculation Is Fueling the Small-Cap Stock Rally

On this week’s episode of WSJ’s Take On the Week, host Miriam Gottfried and guest host Aaron Back, editor of WSJ’s Heard on the Street, preview the upcoming employment and inflation releases in advance of the Federal Open Market Committee’s September policy meeting. They analyze why these economic …

Bond Panic. Software Pileup. Borrowed AI Earnings. Are Investors Pricing the Wrong Risk?

In this Weekly Wrap, Jack Forehand and Matt Zeigler break down why rising long-term bond yields may be justified by stronger nominal growth, large fiscal deficits and AI-driven capital spending, and why the bigger market risk may be an AI earnings bubble rather than a valuation bubble. Featuring Ke…

Blue Tsunami & Wall Street Meets Prediction Markets | Dan Rasmussen

Alex Keeney and Domer run through the biggest market movers heading into the midterms, including the latest Federal Reserve trade, shifting Senate-control markets, the CLARITY Act setback, AI politics, energy prices, and the people who could have an outsized impact on markets over the final stretch…

The Ways of the Lord [Dr. Rev. Dan Rasmussen]

Thank you for listening!   Our Links: https://linktr.ee/centerchurchindy