Hello Listeners,

Today is a very special episode with Greg Obenshain, Partner and Director of Credit at Verdad, and Dan Rassmussen, Founder and Portfolio Manager at Verdad. Greg previously worked as a high yield portfolio manager at Apollo Global Management and Stone Tower Capital. He is a graduate of Dartmouth College and earned his MBA from Northwestern Kellogg Management. Before founding Verdad, Dan worked at Bain Capital and Bridgewater Associates. He is a graduate of Harvard College and earned his MBA from Stanford Graduate School of Business. In today's episode we discuss how they think about credit and their quantitative approach to credit investing.

Enjoy and thanks for the listen!