Search · resolved
Which podcasts are discussing UWMC?
8 ATTRIBUTED IDEAS · 8 EPISODES · 3 SHOWS
The shows
The Julia La Roche Show
Eurodollar University
The Compound and Friends
Where the discussion went deepest
9 AUG3D AGOEURODOLLAR UNIVERSITY · 00:45
Mortgage stress signals credit cycle downturn
“The speakers argued that stress appearing in the mortgage business, exemplified by United Wholesale Mortgage's losses, is a significant red flag indicating the credit cycle downturn is broadening from private and public corporate credit into the housing finance sector.”
BREAKING: The Biggest Private Mortgage Lender Just Crashed 49%!!
Core thesis · 5/5Verify in source →
8 AUG4D AGOTHE JULIA LA ROCHE SHOW · 4:30
Ishbia must go at United Wholesale Mortgage
“The guest argued that CEO Matt Ishbia demonstrated a 'complete lack of confidence' in running a public company through a failed acquisition and a massive hedging loss, necessitating his removal.”
#399 Chris Whalen: United Wholesale Mortgage's Disaster, Financial Repression Returns, Gold Breaks Out · with Chris Whalen
Core thesis · 5/5Verify in source →
11 AUGYESTERDAYTHE COMPOUND AND FRIENDS · 20:00
UWM as a SPAC disaster story
“The hosts presented United Wholesale Mortgage as a case study of a disastrous 2021 SPAC, plagued by poor hedging, a toxic culture, and insider selling.”
Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia
In depth · 4/5Verify in source →
30 MAY30 MAYTHE JULIA LA ROCHE SHOW · 13:30
Mortgage lender consolidation ahead
“The bear case argued that rising mortgage rates are clobbering lenders, leading to falling volumes and rising delinquencies, which will force major consolidation among top lenders.”
#374 Chris Whalen: Fed Policy Losing Efficacy, Rate Hike Coming Anyway, Private Credit Defaults at 6%
In depth · 4/5Verify in source →
16 MAY16 MAYTHE JULIA LA ROCHE SHOW · 33:00
Higher rates forcing mortgage industry consolidation
“The guest argued the 'higher for longer' rate environment is forcing consolidation in the mortgage industry, pressuring non-bank lenders like United Wholesale Mortgage.”
#370 Chris Whalen: Why Double-Digit Inflation Is Possible, 30-Year Tops 5% · with United Wholesale Mortgage
In depth · 4/5Verify in source →
28 FEB28 FEBTHE JULIA LA ROCHE SHOW · 21:00
Mortgage lender aggression on servicing
“The guest argued that recent dips in mortgage rates reflect lenders getting more aggressive to capture loan volume and, crucially, the valuable servicing asset, even if they lose money on the initial sale.”
#344 Chris Whalen: Private Credit Is Unraveling, Consumer Credit Is Cracking, and Silver Surges · with Chris Whalen
Substantive discussion · 3/5Verify in source →
The weekly signal
Get a weekly digest of what podcasts said about your watchlist.
Pick a few tickers. Once a week we send the most-discussed ideas across finance podcasts, attributed and linked so you can verify. No noise, no advice.
Double opt-in: we’ll email you to confirm before anything else. We store your email and chosen tickers only to send this digest. Nothing else, and we never share them.