16min chapter

Hedgeye Podcasts cover image

Hedgeye Investing Summit Spring 2024 | Dan Rasmussen, Founder & CIO, Verdad Advisers

Hedgeye Podcasts

CHAPTER

Rethinking the Endowment Model and Private Equity Allocations

The chapter delves into the risks and inefficiencies of heavy private equity allocations in endowment portfolios, questioning the sustainability of these strategies in the face of rising interest rates. It discusses the challenges in institutional investing of questioning traditional strategies and emphasizes the difficulty in implementing changes in investment strategies. The conversation also touches on the evolution of investing strategies, the overbought state of private equity, and the importance of innovation and learning from mistakes in capitalism.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode