Dan Rasmussen - Co-founder of Verdad Fund Advisors

Summay: Historian and hedge fund co-founder asks whether private equity is a parlor game.

Interview Timeline

• Introduction 

• (04:17) An overview of Verdad

• (08:10) Dan Rasmussen growing up in DC

• (09:50) Human vs automated decision making

• (15:10) Reversion to the mean

• (23:36) Efficient markets 

• (26:38) Gambling and investing

• (33:20) How Dan transitioned from a writer to a "numbers guy"

• (39:35) Using financial analysis to unpack the hidden history of slaves

• (44:50) Reflecting on booms and busts

• (51:40) Discussing oil prices and closing statements