dv01 and Fitch Launch New RMBS Benchmarks—Available for Free

Podcast

Special Guest: John Hecht, Managing Director of Equity Research—Specialty Finance at Jefferies

13 June 2023

Episode 4 Blog

Share

Episode Description

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.

Listen From Your Preferred Platform

Spotify | Apple Podcasts | Google Podcasts

newsletter-image@3x

Receive the Latest Insights

Subscribe to our mailing list to stay up-to-date with the latest market insights and product updates.

Subscribe to Newsletter

RELATED POSTS