Consumer Credit

topic on 3 shows · 6 statements across 6 episodes

Top Founders All-In TBPN

6 statements about Consumer Credit, every show

TBPN Assertion Supported
General Motors Auto Loans Normalized American Consumer Debt In 1919
“It wasn't till 1919 that people were even started to think about taking on debt or anything like that in the country to then go trade. It was really a function of General Motors, by the way. General Motors started loaning money to people to buy cars. That was,…”
Andrew Ross Sorkin Oct 15, 2025 ▶ 26:17 Andrew Ross Sorkin on Why 1929 is Happening Again
ALL-IN Prediction Didn’t hold up
Friedberg: Consumer credit will hit a wall in 2023 as defaults rise
“And so I think we're going to run into a real wall with respect to consumer credit in sometime this year. And you're going to see, As you guys know, it's such a complicated, interwoven market of assets, that the way that this can be traded, there's a lot of di…”
David Friedberg Jan 6, 2023 ▶ 1:12:47 E110: 2023 Bestie Predictions!
ALL-IN Prediction Not checkable as stated
Chamath: Consumer credit market will implode
“Then the consumer credit thing will implode.”
Chamath Palihapitiya Aug 5, 2022 ▶ 36:13 E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more
ALL-IN Prediction Not checkable as stated
Friedberg: Cascading consumer credit defaults could hit over next few quarters
“I'm just concerned there's a lot of loans out there, a lot of buy now, pay later, a lot of stuff that, that has floating rates attached to it. If we're gonna have a recession, we're gonna see job loss, you're gonna see these and by the way, these auto loan por…”
David Friedberg Jun 7, 2022 ▶ 1:25:20 #AIS: Bestie AMA with Valor's Antonio Gracias
ALL-IN Assertion Partly supported
Friedberg: US consumer credit jumped $60B in a single month
“Sachs's point is like, I mean, the number was sixty billion of new consumer credit last month, which is like something we haven't seen in a very long time as consumers try and bridge this gap to afford the things that they've gotten used to spending money on. …”
David Friedberg May 13, 2022 ▶ 14:21 E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
Gig platforms outsource embedded credit to avoid debt bondage reputational risk
“At the end of the day, it's still quite heavily regulated in consumer credit business, meaning the barriers for entry are quite high and you do carry underwriting and default risk, meaning that you need to have a proper treasury collection and credit risk func…”
Oleg Mukhanov May 11, 2022 ▶ 20:34 Fintech For Gig Workers Breaks $1m ARR, 10k Customers

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