{"podcast":{"title":"Macro Hive Conversations With Bilal Hafeez","slug":"macro-hive-conversations-with-bilal-hafeez-524900","podcast_index_feed_id":524900,"rss_url":"https://macrohive.libsyn.com/rss","website_url":"https://macrohive.com/","image_url":"https://static.libsyn.com/p/assets/6/2/d/b/62dbe304c4060ae5/WD_MH_Podcast_Artwork_Final.jpg","author":"Bilal Hafeez","episode_count":326,"summary":"We talk economics and markets with leading policymakers and investors.","last_synced_at":"2026-07-10T18:19:02.441580+00:00","page_url":"https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900"},"episode":{"title":"Ep. 362: Dan Rasmussen on Private Equity's Stranded Assets, Private Credit, and the AI Bubble","slug":"ep-362-dan-rasmussen-on-private-equity-s-stranded-assets-private-credit-and-the-ai-bubble","published_at":"2026-06-12T08:43:00+00:00","page_url":"https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-362-dan-rasmussen-on-private-equity-s-stranded-assets-private-credit-and-the-ai-bubble","show_page_url":"https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900","url":"https://macrohive.libsyn.com/ep-362-dan-rasmussen-on-private-equitys-stranded-assets-private-credit-and-the-ai-bubble","audio_url":"https://traffic.libsyn.com/secure/macrohive/MH_w_RASMUSSEN_.mp3?dest-id=1929056","summary":"Daniel Rasmussen is the founder and managing partner of Verdad Advisers, an investment firm with over $1 billion in assets under management across multiple asset classes. He is the author of The Humble Investor (2025) and American Uprising (2011) . Prior to founding Verdad, he worked at Bain Capital Private Equity and Bridgewater Associates. In this podcast, we discuss: Investing as Meta-analysis The Evolution of Private Equity Stranded Software Assets The Private Credit Mirage The \"Adjusted EBITDA\" Trap Small-Cap Growth Dangers The AI Capex Cycle AI Productivity Mindset","meta_description":"Daniel Rasmussen is the founder and managing partner of Verdad Advisers, an investment firm with over $1 billion in assets under management across multipl…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2128,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/macro-hive-conversations-with-bilal-hafeez-524900/episodes/ep-362-dan-rasmussen-on-private-equity-s-stranded-assets-private-credit-and-the-ai-bubble/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-362-dan-rasmussen-on-private-equity-s-stranded-assets-private-credit-and-the-ai-bubble.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}