The Great Private Equity Hangover | Protect the Pile Episode 19 w/ Dan Rasmussen
About this episode
The episode features a discussion on the challenges and realities of private equity and related markets with 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 of a magic asset class and more like “levered microcaps” with delayed marks, inflated valuations and growing liquidity risks. The group digs into private credit, zombie funds, roll-ups, venture capi...
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