Feb 18, 2020
Philip Reade, founder and managing partner at Helm Investment Partners, joins the podcast to discuss his approach to crisis investing on a global basis.
Reade does not follow the "buy when everybody else panics" maxim. Instead, he searches first for a country that is emerging from a crisis and then buys that market's...
Feb 11, 2020
Gregory Obenshain, director of credit at Verdad Capital, joins the podcast to discuss his concerns about private credit investing.
Obenshain and Verdad Capital founder Dan Rasmussen recently penned an article in Institutional Investor: "High-Yield Was Oxy. Private Credit Is Fentanyl." Subtitle: "Investors are hooked,...