Ryan Miller
speaker
4,581 appearances
12 recordings
2 series
first heard Mar 2026
last heard 10 Aug
Ryan Miller’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 12 in all, peaking in Jul 2026 with 4.
Appearances
That beginning in a specific window in 2007, millions of borrowers who could barely afford the teaser payment would face a payment they mathematically could not make.
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No might not.
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Could not.
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The contract said so.
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It's all there in writing.
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That's the entire edge.
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Right there.
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He didn't have an opinion about the future, he had a date.
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A contractually dated non discretionary cash flow event.
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That was gonna happen whether the market agreed with him or not.
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And then he did the second thing, which is the part everybody skips.
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He went looking for an instrument that would pay him for being right, with a downside he could define to the penny.
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That instrument was credit default swaps on some prime mortgage backed securities.
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He paid a premium.
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A known budgeted survivable premium.
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And in exchange, he got an asymmetric payoff.
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Read the contract, find the date, buy the asymmetry, define the downside.
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That is the method.
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Everything else, the drumming.
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Christian Bale, the I
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Showing 101–120 of 4,581 · page 6 of 230
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