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

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

Episoder(1954)

Adventures in Finance 10 - Carson Block: Short-selling Legend and Market Vigilante

Adventures in Finance 10 - Carson Block: Short-selling Legend and Market Vigilante

Carson Block, Founder of Muddy Waters Research, single-handedly dismantles fraudulent companies and his research can cause stocks to plummet 90% in market cap. As one of the world's preeminent short-sellers, Carson shares his incredible story and process for identifying fraudulent targets. In 'Things I Got Wrong', Dr. Steve Keen, professor of economics at Kingston University London, fesses up to misjudging the Australian real estate bubble. Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Apr 201750min

Adventures in Finance 9 - Reflation: American Dream or Political Nightmare?

Adventures in Finance 9 - Reflation: American Dream or Political Nightmare?

Deconstruct the Trump Reflation Trade as unsightly political realities emerge from the shadows. In 'Things I Got Wrong', David Hay, CIO of Evergreen Gavekal, confesses to underestimating central bank firepower and the usefulness of extreme market sentiment readings. Learn more about your ad choices. Visit podcastchoices.com/adchoices

30 Mar 20171h 2min

Adventures in Finance 8 - Over the Barrel: A Journey From Boom to Bust

Adventures in Finance 8 - Over the Barrel: A Journey From Boom to Bust

The repercussions of a boom-bust energy cycle and massive infrastructure investment means a supply glut and potentially lower oil prices for much longer than anyone expects. In 'Things I Got Wrong', Michael Lewitt sets aside his ego and trusts in the machines and artificial intelligence. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Mar 20171h 2min

Adventures in Finance 7 - The Triggering: Article 50 and Brexit

Adventures in Finance 7 - The Triggering: Article 50 and Brexit

Uncertainty reigns, as political and economic forces build before the historic negotiations which could alter the shape of Great Britain and the EU forever. In 'Things I Got Wrong', Bill Fleckenstein, CEO of Fleckenstein Capital discusses the mistakes he made in underestimating the folly and largesse of Central Bankers. Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Mar 201758min

Adventures in Finance 6 - Satellites, Big Data and Finance

Adventures in Finance 6 - Satellites, Big Data and Finance

Explore how satellite imagery data is being utilized to drive financial insights, with advice from James Crawford, CEO of Oribital Insights. In ‘The Things I Got Wrong’, Jawad Mian, Founder of Stray Reflections, sits down to share his slip-ups about silver and managing your ego. Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Mar 201755min

Adventures in Finance 5 - China’s One Belt One Road

Adventures in Finance 5 - China’s One Belt One Road

Unearth unprecedented investment opportunities in China’s One Belt One Road strategy – something we haven’t seen since the BRICS. Plus, Ben Hunt, Chief Investment Strategist at Salient Partners shares what he got wrong about Europe. Learn more about your ad choices. Visit podcastchoices.com/adchoices

2 Mar 201753min

Adventures in Finance 4 - Analyzing Cyclical Market Behavior

Adventures in Finance 4 - Analyzing Cyclical Market Behavior

Understand how to leverage financial cycles & forecast future markets with veteran investor Robin Griffiths. Also on this week, Brent Johnson, CEO of Santiago Capital, tells us his misjudgments’ on gold and being a true contrarian. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Feb 201752min

Adventures in Finance 3 - Opportunities in German Real Estate

Adventures in Finance 3 - Opportunities in German Real Estate

Uncover the huge untapped potential in Germany’s real estate market and the interesting cultural and fundamental dynamics driving this opportunity. Mark Yusko, CEO and CIO of Morgan Creek Capital Management, also shares what he got wrong about volatility and leverage in 2008. Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Feb 201754min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
e24-podden
rss-borsmorgen-okonominyhetene
rss-penger-polser-og-politikk
finansredaksjonen
pengepodden-2
utbytte
livet-pa-veien-med-jan-erik-larssen
tid-er-penger-en-podcast-med-peter-warren
rss-sunn-okonomi
pengesnakk
stormkast-med-valebrokk-stordalen
morgenkaffen-med-finansavisen
rss-rettssikkerhet-bak-fasaden-pa-rettsstaten-norge
lederpodden
okonomiamatorene
rss-investering-gjort-enkelt
rss-fa-makro
rss-markedspuls-2