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.
In The Tranches of Structured Finance
Special Guest: John Hecht, Managing Director of Equity Research—Specialty Finance at Jefferies
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dv01
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Season 1
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Episode 4
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.
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