Ep09 - Views of an Investor in asset-backed securities (ABS)
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Jonah Lansky, co-founder and deputy CIO of Varadero Capital, joins us to discuss investing in commercial real estate collateralized loan obligations (CRE CLOs) and commercial mortgage-backed securities (CMBS), as well as the considerations in deciding to lend to a specialty finance lender in the consumer or business marketplace lending space. Jonah will also share his thoughts on , some of the potential issues regarding the “buy now pay later” (BNPL) receivables asset class from an investor’s perspective, and his thoughts regarding housing price inflation.
Ep09 - Views of an Investor in asset-backed securities (ABS)