Insight certainty 4/5 debate potential 3/5

Venkatachalam: Unsecured consumer lending is actually a collections business

Arun Venkatachalam · Starting angel investing, understanding spaces & sourcing deals with Arun Venkatachalam · Mar 9, 2021 · at 23:47

Arun Venkatachalam explains the structural risks of scaling unsecured personal lending books.

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“The problem with that is, you know, it's not really a lending business. It's actually a collections business.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

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