Today we have a familiar face with a new twist.

Dan Res Musen, the CIO and founder of Verdod Capital Advisors, is by his colleague Greg Obenshane for Dodd's

director of credit. Dan and Greg update their Fool's Yield thesis that Dan has presented to

Real Vision members in the past after the recent chaos in credit markets.

They discussed the credit sell-off over the past two months, especially the areas of financial

markets hardest hit by financial acceleration.

And they discuss the light at the end of the tunnel

in terms of potential returns coming out of this crisis.

They touch on the biggest factors for returns

and corporate credit, the current landscape of the energy market, and where they see the biggest

opportunities for investors.

Whether or not you have skinning the game in the credit markets, you will find this conversation

very informative. Enjoy.

I'm Dan Rasmussen, the founder and C. I'm Dan Rasmussen, the founder and the

CIO of her dad advisors, and I'm here hosting a conversation on behalf of Real Vision.

We're talking today with Greg Obenshane, who's for Dad Advisors, Director of Credit.

Greg has spent the last few years studying the high-year. of credit

market through a quantitative lens,

building one of the largest quantitative databases

of individual corporate bonds ever

built and studying what predicts returns within corporate credit and

looking at the market through I think a very interesting analytical lens.

...