On this episode of Tran Girlismo it's time to break down the First Brands collapse, so strap in for the most transgender explanation of shadow banking and private equity you'll hear this week. Also, Jordan fills Victoria in on Renault/Alpine's F1/WEC implosion. Then we exercise our right to make this podcast a little bit of a photography show because we wanna, and talk about private equity again in the context of the Kodak Alaris/Eastman Kodak split and the surprising direct distribution of Ektar and Ektachrome!Kodak if you're listening we'll both sell out for a pallet full of Ektachrome :)Referenced...
On this episode of Tran Girlismo it's time to break down the First Brands collapse, so strap in for the most transgender explanation of shadow banking and private equity you'll hear this week. Also, Jordan fills Victoria in on Renault/Alpine's F1/WEC implosion. Then we exercise our right to make this podcast a little bit of a photography show because we wanna, and talk about private equity again in the context of the Kodak Alaris/Eastman Kodak split and the surprising direct distribution of Ektar and Ektachrome!
Kodak if you're listening we'll both sell out for a pallet full of Ektachrome :)
Referenced stories:
Raybestos shut down @Motor1
2019 study on private equity job loss impacts @WaPo
Private equity failure rate @CFA Institute
Private equity discussion @The Guardian
Robert F. Kennedy Jr.'s video with Kid Rock and cold-dippin' jeans @Instagram HHS
The 1963 Salad Oil Scandal @Well There's Your Problem
First Brands bankruptcy filing @The Guardian
First Brands sues Patrick James @D&O Diary
First Brands creditors noticing their money is gone @Reuters
First Brands fallout @Reuters
Morningstar DBRS report on First Brands collapse
Federal Indictment of the two brothers @DOJ
Patrick James story about his secretive life @Financial Times (archived)
Tricolor collapse @DealershipGuy
Jamie Dimon cockroaches quote @CNN
IMF $4.5 trillion dollar study @The Economist
Recaro bankruptcy (Jordan meant Recaro, not Sparco) @TheDrive
GM has urgent meetings with suppliers @AutomotiveNews
Also, apparently the Pacifica PHEV did get canned apparently???? But they still have the 2026 model for sale on their website. We're doing a full-bore Stellantis episode in the very near future though don't worry!
Alfa Romeo pissed off about Dodge Hornet @The Drive
New engine rules for F1 @F1
Renault cans F1 engine program at the end of 2025 @Autoweek
"Crashgate" controversy @Wikipedia
Alpine canning WEC in exchange for increased focus on F1 @Bloomberg
Alpine still flirting with America with a crossover @Car And Driver
Lamborghini out of WEC @Motorsports Network
Eastman Kodak reintroducing direct distribution @DPReview
Ektar and Tri-X sold directly via Eastman Kodak @Petapixel
Kodak structural racism @Medium (Madeline M. Dovi)
Kodak Alaris sold to Kingswood Capital @DPReview
Our intro music as always is off stella spazzatura's album Horse Tranquilizer Simulator, which you can find on Bandcamp!
View more
