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Greg Obenshain - Quantitative Credit (S4E12)

Flirting with Models

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How to Find Excess Returns in the Investment Grade Market?

The key to finding excess returns is figuring out where the upgrades and downgrades are going to be, he says. "What's a business do? It's in the business of spending dollar and making dollar" If you have this sort of angle, 'you can't mess up once, your debt cost goes up,' John Sutter writes.

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