Dan Rasmussen of Verdad Capital published an article on Private Equity in American Affairs.
Full article: Private Equity: Overvalued and Overrated?
Dan also recently appeared on Meb Faber's podcast: Meb Faber: Episode #90: Dan Rasmussen
The Private Equity (buyout) space has become too crowded and competitive. Funds are overpaying and deals will likely underperform:
Troubling for both Private Equity LPs and junk bond/leveraged loan investors: