i did a survey, and we said, what are your expected returns? Expectations for private equity? And the actual credit rating is triple c f or single b for 90 percent of it. So you guys are way off on returns and way off on risk. And probably your job is risk versus returns, so you might have an issue. i thought i was going to be heckled or thrown eggs, but i managed to get out of there alive. It's yoarn mylike, no man'swordforituh? Thatnutonoudd i love that. I take one thing on faith, and that's the resurrection of our lord. And everything else, i'd like
In this episode of Infinite Loops we speak with Dan Rasmussen, founder and CIO of Verdad Advisers. We discuss:
- Bubbles vs. Crises
- Investing in Emerging Markets
- Identifying when "value investing" works, and when it doesn't
- Theory vs. Practice
- And a LOT more!
Follow Dan on Twitter at
https://twitter.com/verdadcap and learn more about Verdad Advisers here:
https://verdadcap.com/