Debt Doctor

Coffee with Bill: Inside ABS East What the Boom in Debt Markets Really Means


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The mood at this year’s ABS East Conference in Miami Beach, FL was electric — record attendance, booming deal flow, and talk of endless opportunity. 

 

But beneath the optimism, cracks are showing.

 

Grab your coffee and join me for this episode of Debt Doctor. I'm sharing candid insights from Miami’s ABS East Conference — from rising auto-lender bankruptcies to inflated valuations and the tightening grip of regulators. 

 

Let's drill down what’s really driving the asset-backed securities surge, where private credit is headed next, and why the current market feels eerily reminiscent of the Bernie Madoff era.

 

And pull back the curtain on what investors need to see now — accountability in private credit, realistic valuations, and caution around the shifting landscape of securitization. Because when confidence expands faster than capacity, the reckoning is never far behind.

 

Tune in as I reveal:

  • Why “booming” markets often mask deeper distress
  • What the rise in auto loan bankruptcies signals for debt investors
  • How oversight and enforcement are about to reshape the credit cycle
  • What seasoned investors are watching as private credit heats up

 

Whether you’re managing a fund, structuring deals, or simply trying to read the signals beneath the noise — this episode gives you the context behind the headlines.

 

If you haven't seen the canary in the coal mine episode I referenced - Auto Lender Bankruptcies Expose the Hidden Debt Crisis Brewing Beneath the Surface - you can catch it here > https://youtu.be/A5ACAjwYaeQ.

 

First Lien Capital is your trusted investment partner delivering security and strong returns while making real impact, and First Lien Resolutions is your Special Assets Group for hire delivering integrated resolutions to protect capital and restore performance to distressed real estate debt scenarios.

 

Schedule a consultation with Bill to ELEVATE ⁠⁠⁠https://billbymel.com/investor/⁠⁠⁠ or REVIVE ⁠⁠⁠https://billbymel.com/advisor/⁠⁠⁠ your portfolio today.

 

To advertise on Debt Doctor or request an episode topic, please email [email protected].

 

#ABSEast #PrivateCredit #DebtMarkets #Securitization #AssetBackedSecurities #InvestingInsights #DebtDoctor

 

The music in this video is copyrighted and used with permission.

Music: Snappy by Jonathan Boyle

Source: https://www.premiumbeat.com

License: Creator License #7035351

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Debt DoctorBy Bill Bymel