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In episode 294, we welcome our guest, Dan Rasmussen, founder of Verdad Advisers, a global investment firm that provides a public market alternative to private equity. In today\u2019s episode, we start with an update on Dan\u2019s private equity replication thesis and hear about the rise of private credit in the past few years. Then we dive into his recent paper on emerging markets crisis investing. While buy and hold investors in emerging markets have experienced higher volatility for disappointing returns, Dan believes learning to navigate these EM crises can provide the ability to reap excess returns.\xa0He walks us through the differences between global and idiosyncratic crises and what performs best between both debt and equity in each case.\xa0All this and more in episode 294 with Verdad Advisers\u2019 Dan Rasmussen.\xa0\xa0\xa0\xa0\nLearn more about your ad choices. Visit megaphone.fm/adchoices