
BND: Strategy Room Bonus Episode - Subprime auto industry crisis!
This is a BND: Strategy Room bonus episode from the 10-25-2025 live stream. This episode details the current subprime auto industry crisis, which has seen the recent failures of Tricolor Holdings, First Brands, and now Primalend. A number of banks have gotten ensnared in this crisis.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.