Latest Sfg Podcast Episodes
Private credit CLOs becoming more likely in Europe as market grows
Moody's Talks - Securitization Spotlight - April 26, 2024 12:54 - 13 minutes ★★★★★ - 2 ratingsShould European non-bank direct lenders turn to collateralized loan obligation financing, transaction collateral will likely reflect the wide range of borrowers to which private credit lenders cater. Speakers: Sean Marion, MD-EMEA Structured Finance at Moody's Ratings; Shan Lai, VP-Senior Analy...
Gratitude
Daily Driver - April 22, 2024 09:00 - 6 minutes ★★★★★ - 31 ratingsThis episode was one that I couldn't wait to record and it's all about gratitude. Take a ride with me as we start back at my first Spring Fling Million win and end with the second win focusing on gratitude.
Let It Be
Daily Driver - April 15, 2024 09:00 - 3 minutes ★★★★★ - 31 ratingsThe phrase 'let it be' can have dual meanings in racing. Both cultivate a similar physiology. In both, we are choosing to rest in confidence. We are prepared. We are experienced. We are ready,
Basel Endgame will smooth real estate cycles, create opportunities for non-bank lenders
Moody's Talks - Securitization Spotlight - April 10, 2024 17:34 - 13 minutes ★★★★★ - 2 ratingsBasel 3.1 reforms will lead banks to apply high haircuts to unsustainably high property values and adjust mortgage risk weights to better differentiate between low-risk and high-risk loans. Speakers: Alexander Zeidler, VP-Sr Credit Officer at Moody's Ratings; Guillaume Lucien-Baugas, VP-Senior ...
The Biggest Key to Success
Daily Driver - April 08, 2024 09:00 - 9 minutes ★★★★★ - 31 ratingsIn this episode, we're going to do something a little different. I'm going to read my latest column on Confidence from The Science of Winning. If you like this format, let us know!
Nerves
Daily Driver - April 01, 2024 09:00 - 4 minutes ★★★★★ - 31 ratingsBeing nervous doesn't mean you are unprepared or uncertain. It is possible to be both confident and nervous. Embrace the nerves.
Cyberattacks on mortgage servicers are a risk to structured finance transactions
Moody's Talks - Securitization Spotlight - March 28, 2024 20:41 - 11 minutes ★★★★★ - 2 ratingsRecent cyberattacks on three mortgage servicers did not hurt rated residential mortgage-backed security performance, but show how disrupted operations can affect structured finance transactions. Speakers: Peter McNally, VP-Sr Credit Officer at Moody's Ratings; Frank Wissman, VP-Senior Analyst a...
Starting Line Mechanics
Daily Driver - March 25, 2024 09:00 - 5 minutes ★★★★★ - 31 ratingsWhen we struggle on the starting line, we inherently look for reasons why. We don’t want to admit that the weak link is us. Whether that is mental or physical mechanics. How do fix it? Train it. Trust It.
Guilty
Daily Driver - March 18, 2024 09:00 - 5 minutes ★★★★★ - 31 ratingsWe all have our days. Days when we feel not so great or feeling perhaps even sorry for our selves. That trap we fall into seeing this life as a burden. Flip the script and see it as a gift.
Memory (Part 2)
Daily Driver - March 11, 2024 09:00 - 5 minutes ★★★★★ - 31 ratingsLast episode we talked about memory and focused on the things we want/need to remember. On this episode, let's explore the things that we might be better served to forget!
Memory (Part 1)
Daily Driver - March 04, 2024 10:00 - 6 minutes ★★★★★ - 31 ratingsI've raced for a long time, so I tend to take for granted some of the simple stuff. This quote can be adapted to our racing “If there’s a request that you keep forgetting, that’s a sign that it isn’t very important. The really important stuff doesn’t go away.” - Jason Fried.
Potential for European solar panel loan ABS is growing, with familiar risks
Moody's Talks - Securitization Spotlight - February 29, 2024 09:35 - 11 minutes ★★★★★ - 2 ratingsAs solar panels become more common in Europe, the first solar loan asset-backed security becomes more likely. But while the asset class is new, many associated risks are familiar to ABS investors. Speakers: Armin Krapf, VP-Sr Credit Officer at Moody's Investors Service; Pedro Sancholuz Ruda, VP...
Interdependence and Control
Daily Driver - February 26, 2024 10:00 - 4 minutes ★★★★★ - 31 ratingsAs we prepare for the upcoming season, it's natural to focus in on goal setting. But what we think about our goals for the upcoming season, we are usually thinking of the ultimate outcome. It's important to note that our outcomes in this sport are interdependent.
The Wiring of Intuition
Daily Driver - February 19, 2024 10:00 - 7 minutes ★★★★★ - 31 ratingsWe have so many things in our racing and in our lives that we connect the dots seemingly automatically. Probably way more often then we even realize. Connecting the dots on what we actually hear versus what we know or assume is happening.
Your Finest Hour
Daily Driver - February 12, 2024 10:00 - 4 minutes ★★★★★ - 31 ratings"To each, there comes in their lifetime a special moment when they are figuratively tapped on the shoulder and offered the chance to do a very special thing, unique to them and fitted to their talents. What a tragedy if that moment finds them unprepared or unqualified for that which cou...
FOPO
Daily Driver - February 05, 2024 10:00 - 4 minutes ★★★★★ - 31 ratingsFear of Other People's Opinions. FOPO. In racing it's easy to caught up in wanting others to see us in a positive way, to recognize our talents. How do we stop caring what others think? Or at the very least how do we care less?
Train It & Trust It
Daily Driver - January 29, 2024 10:00 - 3 minutes ★★★★★ - 31 ratingsIn Dr. Bob Rotella's book "How Champions Think" he introduces 'Train it. Trust it'. He talks about how having that mindset can change your game. In this episode, Luke talks about how we can apply that same mindset in our racecars.
Commercial real estate borrowers adjust to high rates
Moody's Talks - Securitization Spotlight - January 26, 2024 15:50 - 24 minutes ★★★★★ - 2 ratingsInterest rate hikes in the wake of the pandemic have driven an increase in commercial real estate delinquencies, but a variety of factors help mitigate many refinancing and other performance risks. Speakers: Alexander Zeidler, VP-Sr Credit Officer at Moody's Investors Service; Brian Snow, VP-Sr...
Catch a Drop
Daily Driver - January 22, 2024 10:00 - 4 minutes ★★★★★ - 31 ratingsWe have all been there, your on a run and you get dropped on your head. Of course it always seems to be on the run when your car picks up too, right? Is there anything that you can do to prevent it? Can you really 'catch the drop'?
Top End Throttle Stops
Daily Driver - January 15, 2024 10:00 - 4 minutes ★★★★★ - 31 ratingsThe Top End Throttle Stop. Is it a fad that is here to stay? In this episode, Luke is joined by special guest, Justin Lamb to discuss. This episode was taken from our free “Super Class 101” training. Watch for free at thisisbracketracing.com/90
Bracket Racing vs .90 Racing
Daily Driver - January 08, 2024 10:00 - 5 minutes ★★★★★ - 31 ratingsBracket Racing versus Super Class Racing. With the technological advances in the Super Classes, the two have become much more similar. In this episode, Luke is joined by special guest, Justin Lamb to discuss the differences and similarities of each style of racing. This episode was t...
What changes are required for .90 racing?
Daily Driver - January 01, 2024 10:00 - 4 minutes ★★★★★ - 31 ratingsThis week's episode talks in reference to a dragster, specifically if you are a competitive bracket racing looking to dabble into Super Comp. Luke is joined by special guest, Justin Lamb to discuss what is needed. This episode was taken from our free “Super Class 101” training. Watch ...
Victim Mentality
Daily Driver - December 25, 2023 10:00 - 4 minutes ★★★★★ - 31 ratingsRacing is hard. The margins are thinner then ever and you will lay down a run that isn't good enough. In this episode, Luke talks about the importance of not becoming the victim, the only one it happens to.
Episode #92 – Grab All You Can and Merry Christmas, You Filthy Animal!
ASP StuffRadio - December 19, 2023 20:54 ★★★★★ - 1 ratingAfter a year long dry spell ASP Stuff Radio barely manage to squeeze in a single episode before the close of 2023. However, the agonizing wait is worth it for the dedicated trio discuss Alberotle’s fifth time seeing his favorite … Continue reading →
Super Class Tire Selection
Daily Driver - December 18, 2023 10:00 - 3 minutes ★★★★★ - 31 ratingsTires, we all need them to race but what kind? What size? In this episode, Luke Bogacki and Justin Lamb discuss what works best for Super Class Racing.
Global structured finance markets will continue to adapt to high rates and structural shifts in 2024
Moody's Talks - Securitization Spotlight - December 14, 2023 09:49 - 13 minutes ★★★★★ - 2 ratingsHigh interest rates will weigh on collateral performance in 2024 as structured finance markets adjust to structural shifts, regulatory reforms and geopolitical polarization. Speaker: Annabel Schaafsma, Global Head of Structured Finance at Moody's Investors Service Host: Aaron Johnson, Vice Pre...
The Argument for Holding More
Daily Driver - December 11, 2023 10:00 - 7 minutes ★★★★★ - 31 ratingsContinuing on from the last episode about holding, in this episode Luke dives into the argument for holding more. Is there a benefit to being able to hold a lot? Is there a skill set involved in holding a bunch? What are the advantages?
Hold More or Less?
Daily Driver - December 05, 2023 10:00 - 5 minutes ★★★★★ - 31 ratingsTo be the "driver" or the "dialer"... Which one wins more in today's bracket racing scene? In this episode, Luke shares the pros and cons of each strategy and how the answer to this question has changed over time. In 2024? The answer may surprise you.
Divisionals or Nationals - What's harder?
Daily Driver - December 04, 2023 10:00 - 5 minutes ★★★★★ - 31 ratingsBoth NHRA Divisionals and National events are important to a championship-winning score card... Which one is "easier" to win? What skills are required to overcome the unique challenges each event offers? In this episode, Luke is joined by special guest, Justin Lamb to discuss the intric...
Super Class 60' Consistency
Daily Driver - November 30, 2023 10:00 - 6 minutes ★★★★★ - 31 ratingsInconsistent 60' times are a common issue for super class racers... What goes into achieving predictable, tightly grouped 60's on your .90 machine? In this episode, Luke Bogacki and Justin Lamb dive into all the variables at play. This clip was taken from our free throttle stop traini...