Dan Rasmussen, Verdad Advisers Emerging Markets Crisis Investing (The Best Investment Writing Volume 6)

Published: July 15, 2022, 5 p.m.

b"Today\\u2019s episode features Dan Rasmussen reading his piece, Emerging Markets Crisis Investing. Dan is the Founder and Portfolio Manager for Verdad Advisers, a global investment firm that provides a public market alternative to private equity.\\nThe Best Investment Writing series features top research pieces that we\\u2019ve shared via The Idea Farm in the past year. Subscribe here so you get these sent to you each week.\\nCheck out the past series of The Best Investment Writing below:\\nVolume 5\\n Volume 4\\n Volume 3\\nVolume 2\\nVolume 1\\n-----\\nFollow Meb on Twitter, LinkedIn and YouTube\\nFor detailed show notes, click here\\nTo learn more about our funds and follow us, subscribe to our\\xa0mailing list\\xa0or visit us at cambriainvestments.com\\n-----\\nToday\\u2019s episode is sponsored by Stream by AlphaSense. Stream is an expert transcript library used by people just like you to quickly perform preliminary diligence on new ideas related to their target companies in the tech, media, telecom, healthcare, consumer and industrial sectors; avoiding the time, hassle, and cost of traditional expert network calls.\\xa0With over 15,000 on-demand expert call interviews, 100+ new transcripts added each day, AI smart search technology, and 70% of our experts unique to our network, it's no wonder the world's leading financial firms choose Stream.\\nToday\\u2019s sponsor dollars are being donated to Harvard\\u2019s Center for Human Flourishing\\xa0on behalf of Dan Rasmussen.\\n-----\\nInterested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com\\n-----\\nPast guests include\\xa0Ed Thorp,\\xa0Richard Thaler,\\xa0Jeremy Grantham,\\xa0Joel Greenblatt,\\xa0Campbell Harvey,\\xa0Ivy Zelman,\\xa0Kathryn Kaminski,\\xa0Jason Calacanis,\\xa0Whitney Baker,\\xa0Aswath Damodaran,\\xa0Howard Marks,\\xa0Tom Barton, and many more.\\xa0\\n-----\\nMeb's invested in some awesome startups that have passed along discounts to our listeners. Check them out\\xa0here!\\xa0\\nLearn more about your ad choices. Visit megaphone.fm/adchoices"