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

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Apr 27, 2024

Dan Rasmussen, Founder & CIO of Verdad Advisers, discusses practical investing experience, rethinks endowment models, analyzes interest rates and inflation impact, and explores global equity opportunities in an ever-changing economy.

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Introduction

00:00 • 2min

Practical Experience in Investing

02:28 • 9min

Rethinking the Endowment Model and Private Equity Allocations

11:37 • 16min

Analysis of Interest Rates, Political Pressure, and Inflation Lessons

28:04 • 2min

Analyzing Economic Data and Inflation Impact on Borrowing Costs

29:35 • 2min

Analysis of Economic Data and Investment Strategies in a Changing Economy

31:37 • 3min

Navigating Global Equity Opportunities and Economic Cycles

34:17 • 13min

Insights on International Investing and ETF Strategies

46:48 • 3min

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