withDan Rasmussen's guest appearances

withDan Rasmussen

Real Vision Daily Briefing: Finance & Investing

Mark Cuban

Elon Musk

Meb Faber

Josh Wolfe

Chris Cole

Donald Trump

Bill Barhydt

Jeff Dorman

Mark Yusko

Michael Gayed

Keith Rabois

Rick Rule

Fannie Mae

Ben Hunt

Erik Voorhees

OwlTail

Greg Obenshain

Dan Rasmussen, the CIO and Founder of Verdad Capital Advisers, speaks with his colleague Greg Obenshain, Verdad's director of credit, to examine the credit market sell-off over the past two months. They focus on the recent widening of spreads and other areas of financial markets hit hardest by the recent acceleration. Rasmussen asks Obenshain what the biggest factors for returns in corporate credit are, the turmoil in the credit markets has impacted the energy sector, and where they see the biggest opportunities for investors will be coming out of the crisis. They also update Verdad's Fool's Yield thesis that the company has been writing about since January 2020 and that Rasmussen has presented to Real Vision members in the past few months. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dan Rasmussen, the CIO and Founder of Verdad Capital Advisers, speaks with his colleague Greg Obenshain, Verdad's director of credit, to examine the credit market sell-off over the past two months. They focus on the recent widening of spreads and other areas of financial markets hit hardest by the recent acceleration. Rasmussen asks Obenshain what the biggest factors for returns in corporate credit are, the turmoil in the credit markets has impacted the energy sector, and where they see the biggest opportunities for investors will be coming out of the crisis. They also update Verdad's Fool's Yield thesis that the company has been writing about since January 2020 and that Rasmussen has presented to Real Vision members in the past few months. Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

The Interview - Credit Chaos and Fool's Yield: Updating the Thesis withDan Rasmussen and Greg Obenshain 