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 • 20 episodes
In The Tranches of Structured Finance
Latest Episodes
Beneath the Headlines: What TransUnion & Fed Data Reveal About Household Health
In this episode, Vadim takes a wide-angle look at U.S. household finances, combining the latest TransUnion credit trends with the Federal Reserve’s Distribution of Financial Accounts ("DFA"). He unpacks how early 2024’s spike in delinquencies h...
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Season 2
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Episode 4
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40:38
Behind the Data: Credit Trends, Refinance Realities & the Return of Second Liens
In this episode of In the Tranches of Structured Finance, Vadim revisits the standout questions from dv01’s recent consumer credit webinar with Jefferies, Upgrade, and Prosper—digging deeper into the state of the consumer, credit perfo...
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Season 2
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Episode 3
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30:31
Housing Affordability, Insurance Woes, and the First-Time Buyer Surge
In this episode, Vadim takes a deep dive into dv01’s latest insights on the housing market, with a focus on affordability metrics and what they signal for both borrowers and investors. Vadim breaks down:How dv01’s unique affordabili...
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Season 2
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Episode 2
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32:13
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