Excuse Me, I Need to do Some Hedging Trades with Jim Chanos. Also, an interview with iConnections co-founder and CEO, Ron Biscardi.
RiskReversal Pod
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Credit Spreads - What's the Autopsy Report?
Carvana was a good example of what one of my analysts says, if not now, when. It's wilful ignorance of people not wanting to look at this data, the credit data, securitization data. We'll get into mona, but let's focus on carvana, because that's not even a credit spread story. There's a lot of other things going on there.
Play episode from 24:20
Transcript
