The Acquirers Podcast cover image

Value After Hours S05 E28: Tim Travis on Regional Banks, Financials, Value and the Tardigrade

The Acquirers Podcast

00:00

The Effects of the Moratorium on Student Loans on Housing Prices

I saw an interesting chart on it was spend a profile of COVID suspended student loan cohort. Most exposed in this little chart were Peloton, Old Navy, and then let's say like hello fresh, like the food delivery. I don't know if it means anything, but I wonder if those are the by now pay later type companies because yeah, at the credit side, they're not going to lose like like most originators or even one main financial that's subprime lender. So I would look there for signs of weakness for sure.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app