aged inventory penalties

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 12, 2022 by Greg Lippmann · across every show →

Everything said about aged inventory penalties, oldest first

Sep 12, 2022 positive
Insight
Lippmann: Bank regulations create forced, non-economic debt selling
“There's lots of situations where people are doing things for non-economic reasons. They're saying, hey, if I don't sell this aged inventory, I'm going to get a huge penalty. So it's cheaper for me to sell it cheap today than to get this huge internal penalty, …”
Greg Lippmann Sep 12, 2022 ▶ 33:04 Greg Lippmann – The Big Short and Structured Credit at LibreMax (Capital Allocators, EP.270)
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