Carvana, Ally Financial, And Collapsing Consumer Lending? (Impact On Economy)
On this episode of Chit Chat Stocks, Brett speaks with Laks from Unicus Research on data their research firm is tracking in regards to car loans (including Carvana), student loan impact on credit scores, and deteriorating consumer balance sheets. They discuss:
(03:45) Exploring the Used Car Lending Market
(07:10) Analyzing Ally's Position in the Market
(15:26) Understanding Asset-Backed Securities (ABS)
(28:18) Carvana: A Battleground Stock
(32:35) Shorting Carvana: Risks and Considerations
(33:11) Carvana and Ally: A Troubling Relationship
(34:47) Fraud Allegations and Market Realities…
The skinny
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