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Subprime Auto

topic on 1 show · 2 statements across 2 episodes

Capital Allocators

2 statements about Subprime Auto, every show

CAPITAL ALLOCATORS Insight
Subprime auto lending constantly blows up because people do dumb things
“Subprime auto always blows up as long as I've been doing this for nearly 40 years. Always it's constant. People do dumb things.”
Jeff Aronson Nov 3, 2025 ▶ 40:59 Jeff Aronson – Building Centerbridge Across the Capital Structure (EP.468)
CAPITAL ALLOCATORS Assertion Not checkable as stated
Libby: Octane Lending achieves 10% excess spread versus 1% in subprime
“His cost of capital's high single digits. His book yields on excess spread is like 10 plus percent. Subprime auto has a one percent excess spread because it's well understood by banks.”
Billy Libby May 23, 2022 ▶ 26:52 Billy Libby – Disruptive Venture Funding at Upper90 (Capital Allocators, EP.251)

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