Podcast Episodes
Back to Search
Societe Generale Rights Issue 2008: The Corporate Disclosure Sequence & The 50-Billion Secret Liquidation│File 118 T1
Season 1 Episode 118
This narrative financial autopsy deconstructs the corporate decision-making sequence at Societe Generale between January 19 and January 24, 2008. We …
1 week, 1 day ago
Societe Generale Rights Issue 2008: The Disclosure Sequencing Framework & Market Authorization Boundaries│File 118 T2
Season 2 Episode 118
This GP and LP institutional framework converts the 2008 Societe Generale capital raise into an active capital markets due diligence model. We analyz…
1 week, 1 day ago
Bear Stearns Hedge Funds 2007: The NAV Misrepresentation Mechanism & The Personal Account Redemption Gap│File 117 T1
Season 1 Episode 117
In the summer of 2007, the collapse of two flagship Bear Stearns structured credit vehicles marked the functional prologue to the global financial cr…
1 week, 1 day ago
Bear Stearns Hedge Funds 2007: The Legal Asset Mark Verification & Illiquid Credit Due Diligence Framework│File 117 T2
Season 2 Episode 117
This GP and LP institutional framework converts the 2007 Bear Stearns hedge fund failure into an active counterparty due diligence model. We isolate …
1 week, 1 day ago
Countrywide Financial 2007 : The Early Payment Default Signal & Risk Retention Frameworks│File 116 T2
Season 2 Episode 116
This GP and LP institutional framework converts the 2007 Countrywide collapse into an actionable asset risk model. We evaluate the self-amplifying cr…
1 week, 2 days ago
Countrywide Financial 2007 : The Originate-to-Distribute Incentive & The Mozilo Insider Liquidations│File 116 T1
Season 1 Episode 116
This financial autopsy untangles the structural misalignment that transformed volume production into an institutional imperative at the expense of ba…
1 week, 2 days ago
Kaupthing Singer & Friedlander 2008 : The Legal Entity Due Diligence & Sovereign Fiscal Capacity Outflows│File 115 T2
Season 2 Episode 115
This GP and LP institutional framework converts the 2008 Kaupthing Singer and Friedlander collapse into an active counterparty due diligence model. W…
1 week, 2 days ago
Kaupthing Singer & Friedlander 2008 : The Branch vs Subsidiary Perimeter & The Isle of Man Expatriate Run│File 115 T1
Season 1 Episode 115
In October 2008, three major Icelandic banking institutions—Kaupthing, Landsbanki, and Glitnir—collapsed under the weight of an expanded wholesale ba…
1 week, 2 days ago
Anglo Irish Bank 2008 : The Quinn CFD Conversion & The Blanket Nationalization│File 114 T1
Season 1 Episode 114
By mid-2007, Anglo Irish Bank was celebrated as a global best-in-class financial institution, generating exceptional returns through aggressive comme…
1 week, 3 days ago
Anglo Irish Bank 2008 : The Property Concentration Index & Wholesale Funding Vulnerability│File 114 T2
Season 2 Episode 114
This GP and LP institutional framework converts the 2008 Anglo Irish collapse into an actionable asset risk model. We evaluate the self-amplifying cr…
1 week, 3 days ago