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: Justin Mahoney, Founder and Senior Portfolio Manager at Shelter Growth Capital Partners
In The Tranches of Structured Finance
58 minutes
2 years ago
Special Guest: Justin Mahoney, Founder and Senior Portfolio Manager at Shelter Growth Capital Partners
The RMBS market, specifically Non-QM, is showing signs of recovery and growth following the COVID-19 pandemic. Amid rising rates, Non-QM is facing unique challenges and opportunities not present in the broader mortgage market. The upswing in mortgage rates has led the origination channel to shift its focus towards Non-QM, providing a favorable tailwind for future sector growth and market penetration. On the flip side, delinquencies are beginning to rise in Non-QM unlike the broad mortgage mar...
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...
