In The Tranches of Structured Finance
dv01's In The Tranches of Structured Finance podcast explores macroeconomic trends, sector performance, and the future of capital markets. As a leading market intelligence company in structured credit, dv01 provides transparency and actionable insights through loan-level data and research.
Podcasting since 2022 • 17 episodes
In The Tranches of Structured Finance
Latest Episodes
A Data-Driven Look at Consumer Credit in 2025
In this episode of In the Tranches of Structured Finance, Vadim Verkhoglyad breaks down recent credit performance and origination trends across consumer unsecured, subprime auto, and non-QM mortgages.Tune in for insights on:...
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Season 2
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Episode 1
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36:42
Consumer Credit Loan Performance Update
In the latest podcast episode, Vadim covers notable improvements in consumer unsecured loan performance, recovery patterns in subprime auto, and challenges in the Non-QM mortgage market. He discusses the influence of seasonal trends, regional p...
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Season 1
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Episode 16
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36:52
Housing Update: Affordability, Insurance, and Market Stability
In today's episode, Vadim provides a comprehensive discussion on housing affordability, the impact of rising insurance premiums, and a surprising increase in mortgage counts, despite economic headwinds. Vadim highlights essential insights on LT...
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Season 1
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Episode 15
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33:44
Decoding Debt Data: Why U.S. Households Are Stronger Than You Think
In this episode, Vadim dives into the financial condition of U.S. households, exploring the nuances behind household balance sheets, consumer debt, and the surprising resilience of Gen Z and millennials. He unpacks the contrast between media na...
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50:33
Decoding TransUnion Data: Credit Cards, Auto Loans, AEP & More
Vadim examines TransUnion data to discuss YoY trends in credit cards and auto loans. While subprime borrowers continue to drive overall DQ rates and credit card growth, regional analysis reveals significant weaker performance in certain states....
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Season 1
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Episode 13
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47:37