ABS in Mind, the podcast series from Debtwire ABS, presents listeners with the most top-of-mind issues in the asset backed markets, from real estate to fintech.
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Real estate investors accounting for climate risk
ABS in Mind Podcast: CMBS and RMBS state of play with Lord Abbett's Harris Trifon
ABS in Mind
Home equity investments find traction with homeowners, investors
Why Wells Fargo is investing in Black-owned banks; the state of play of CRE lending in communities of color
CRTx index's Mark Fontanilla on credit risk transfer bond performance, relative value
MP’s McNamara expects big reversal in CMBX6 rally, BB tranche to end at price in 20s
State of play in securitized credit
ABS in Mind: RMBS hot topics; The COVID-19 fallout on residential mortgages and bonds.
ABS in Mind: RMBS hot topics; Mortgage performance during the pandemic, 2021 outlook. ep. 27
ABS in Mind: RMBS hot topics; Milken’s Kaplan on non-agency RMBS reporting, changes to QM. ep. 26
ABS in Mind: The lowdown on CMBS workouts from Rob Verrone. ep. 25
Navigating the pandemic: Commercial real estate losses past and future expectations.
Mapping out residential mortgage credit strategies when there’s no precedent for performance
Short and long-term opportunities in commercial real estate, ep. 20
The Structured Finance Association guides ABS markets out of the chaos of the past few months
ABS in Mind: Hedge funds move up CMBS credit stack, but stay put in RMBS, ep. 18
‘Not all retail is dead’ — Voya’s Goodson on CMBS, RMBS and consumer ABS, ep. 17
ABS in Mind: Columbia Threadneedle, Income Research unveil their ABS picks, ep. 16
ABS in Mind: Hotels ‘strategically’ pay mortgages; CRE shows signs of optimism, Ep. 15
ABS in Mind: RMBS trading causes chaos; M&A preps for deals; SMB sceptical on relief plans, ep. 14
ABS in Mind: ESG faces new test in slowing economy; hotel and retail vulnerable in CMBS, episode 13
ABS in Mind: Macro pressures, ESG and Libor top of mind at SFVegas, ep. 12
ABS in Mind: Toorak CEO on fix & flip; Simon’s M&A strategy; debt and distress in cannabiz, ep. 11
ABS in Mind: Non-QM on pace for 10x growth; new issuers, tokenized deals in WBS, ep. 10
ABS in Mind: Election risks in CMBS, more ‘bespoke’ structures and growth in CRE CLOs, Ep. 9
ABS in Mind: CRTs stabilize; subprime auto ABS tight, MPL to widen; blockchain rationalization, Ep 8
ABS in Mind: Equity backing to lending fintechs raises concerns; non-QM sky is still blue, ep. 7
ABS in Mind: Dynamic’s new MPL fund, CMBS & spiking retail bankruptcies, Fannie’s new CRT deal, ep 6
ABS in Mind: New structures, AI in consumer ABS; Vantage’s NCSLT battle; trends in aircraft ABS ep 5
ABS in Mind: C-PACE broadening; student loan regulation; CMBX6 & Forever 21 bankruptcy, ep4
ABS in Mind: ABS East Recap, episode 3
ABS in Mind: WeWork, the “unwanted” tenant Ep02 091119
ABS in Mind: LatAm fintechs, NY rent regulation and reperforming mortgages
ABS: New fintech Arival eyes US banking license; wants to serve crypto businesses
Debtwire ABS: Funding Circle’s Martinez on US ABS plans, LendingClub partnership, and more
Debtwire ABS: TransUnion sees opportunity in lending to delinquent borrowers
Debtwire ABS podcast: Exploring investment opportunities in C-PACE
Debtwire ABS podcast: Blockchain in capital markets and structured finance