Peter Simon
Co-head of U.S. Financials who provides bank-analyst perspectives on consumer credit trends, delinquencies, and repossession dynamics in the auto sector.
Best podcasts with Peter Simon
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Oct 31, 2025 • 32min
Credit Cockroaches: Infestation or Isolation?
In this discussion, Peter Simon, co-head of U.S. Financials at CreditSights, and Meghan Neenan, head of North American non-bank financials at Fitch Ratings, delve into recent ‘cockroach risks’ in U.S. capital markets. They explain how credit quality for regional banks remains stable despite recent bankruptcies, and highlight minimal BDC exposure to distressed companies. The pair also explores liquidity risks from interconnectedness between banks and non-bank lenders, and the impact of falling rates on BDC dividends, all while emphasizing the strength of capital cushions.
Nov 20, 2025 • 45min
Autos Mythbuster: Under the Hood of Consumer Credit
In this engaging discussion, Peter Simon, Co-head of U.S. Financials, provides insights on consumer credit trends and rising repossession rates. Todd Duvick, Head of Autos, explores vehicle pricing and the impact of tariffs on affordability. Jory Eisenberg, a Special Situations analyst, delves into the used-car market and financing challenges. Together, they tackle the implications of 2022 vintage loans, the operational contrast between Carvana and CarMax, and the current stability in the auto sector, concluding that systemic risk remains unlikely.
