In this episode, Vadim takes a deep dive into the auto finance market—from the recent headlines surrounding Tricolor’s bankruptcy to the broader trends shaping credit performance and origination behavior. The conversation begins with Tricolor as a case study in data integrity and verification failures, not credit weakness, before widening to examine insights from the CFPB and Experian’s State of the Auto Market Report. Vadim explores how auto originations are skewing toward older, higher-cred...
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In this episode, Vadim takes a deep dive into the auto finance market—from the recent headlines surrounding Tricolor’s bankruptcy to the broader trends shaping credit performance and origination behavior. The conversation begins with Tricolor as a case study in data integrity and verification failures, not credit weakness, before widening to examine insights from the CFPB and Experian’s State of the Auto Market Report. Vadim explores how auto originations are skewing toward older, higher-cred...
Special Guest: John Hecht, Managing Director of Equity Research—Specialty Finance at Jefferies
In The Tranches of Structured Finance
48 minutes
2 years ago
Special Guest: John Hecht, Managing Director of Equity Research—Specialty Finance at Jefferies
Did you know that in Q1-2023, stocks for all the large credit card companies went up, despite missing EPS on higher provisions? In today’s episode, Vadim welcomes special guest John Hecht, a managing director at Jefferies, to discuss Q1-2023 trends, if the banking crisis has dented consumer credit growth, analysis that the market is misunderstanding, and more.Subscribe to our free research to stay up-to-date on the latest trends. Contact sales@dv01.co to learn how dv01 data can help you under...
In The Tranches of Structured Finance
In this episode, Vadim takes a deep dive into the auto finance market—from the recent headlines surrounding Tricolor’s bankruptcy to the broader trends shaping credit performance and origination behavior. The conversation begins with Tricolor as a case study in data integrity and verification failures, not credit weakness, before widening to examine insights from the CFPB and Experian’s State of the Auto Market Report. Vadim explores how auto originations are skewing toward older, higher-cred...
