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subprime

3 statements across 3 episodes · 0 bullish · 0 bearish · 3 people on the record · first statement Jun 25, 2018 by James Aitken · across every show →

Everything said about subprime, oldest first

Jun 25, 2018
Insight
Falsifying a Credit Cycle's Core Assumption Triggers Severe Mean Reversion
“When you falsify the key assumption underpinning any liquidity or credit cycle, you get mean reversion and then some”
James Aitken Jun 25, 2018 ▶ 14:53 James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
Dec 13, 2021 neutral
Disclosure
Zook used subprime short profits to fund a 2009 distressed buying spree
“So in 2009, 2010, we were clearly contrarian when we were buying up everything that had gotten destroyed during the global financial crisis. But because we shorted subprime, we literally had the benefit of all of this cash coming into us”
Christopher Zook Dec 13, 2021 ▶ 14:26 Christopher Zook – Thematic Investing and Raving Fans at CAZ Investments (Capital Allocators, EP.226)
Jul 3, 2023
Assertion Not checkable as stated
Daniel: Few investors tracked monthly subprime securitization data in the late 1990s
“At that time, the primary funding source for all things subprime were securitization, and very few, if any, were actually looking at the data on a monthly basis at that point in time.”
Vincent Daniel Jul 3, 2023 ▶ 14:38 Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
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