Credit Chaos and Fool's Yield: Updating the Thesis

Mar 24, 2020 • Duration: 00:42:40 • Topic: Corporate Credit, Finance, Verdad Capital Advisers, Investing, Dan Rasmussen, Energy Sector, Trading, Greg Obenshain, Cryptocurrencies, Financial Crisis, Economics, Real Vision, Interview, Credit Spreads, Credit Market

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. Filmed on March 17, 2020 over Skype.

Guest Name

Dan Rasmussen and Greg Obenshain

Anchor Name

Dan Rasmussen

Keywords Name

Corporate Credit, Finance, Verdad Capital Advisers, Investing, Dan Rasmussen, Energy Sector, Trading, Greg Obenshain, Cryptocurrencies, Financial Crisis, Economics, Real Vision, Interview, Credit Spreads, Credit Market

Show Name

The Interview