Investing during a crisis | Dan Rasmussen & Greg Obenshain

In the 7th episode of Generational Arbitrage, Tyler Neville speaks with Dan Rasmussen, Founder & Portfolio Manager of Verdad Capital & collegue Greg Obenshain, Director of Credit. Our guests discuss how investors can generate returns in corporate credit markets, during a low yield environment. Dan and Greg also discuss the business cycle, fools yield, inflation, crisis investing & private equity.

00:00 ・ Introduction
03:08 ・ The Investment Industry
05:48 ・ The Macro Environment
12:43 ・ Investing during a Crisis
17:47 ・ Fool's Yield
26:44 ・ Investing in an Inflationary Environment
33:36 ・ Private Equity
39:15 ・ Active vs Passive Flows
47:06 ・ Bitcoin

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