The Meb Faber Show

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

Informações:

Sinopse

Today’s 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. The Best Investment Writing series features top research pieces that we’ve shared via The Idea Farm in the past year. Subscribe here so you get these sent to you each week. Check out the past series of The Best Investment Writing below: Volume 5 Volume 4 Volume 3 Volume 2 Volume 1 ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s 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; avoidin