What's Happening With Consumer Finance

Recorded on 08/06/26

TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which this month features a conversation with Moshe Orenbuch, an equity analyst at TD Cowen who focuses on the consumer finance sector. We talk about credit growth, credit quality, and policy challenges. Also, TD Cowen's Scott Smith gives an assessment of bank earnings season.