Behind The Money: How First Brands Group collapsed

金钱背后:第一品牌集团是如何崩塌的

The Economics Show

2026-01-02

26 分钟
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单集简介 ...

Some of the world’s biggest financial institutions are reeling after the collapse of a little-known car parts supplier: First Brands Group. The company filed for bankruptcy last month, and since then, FT reporters have shone a spotlight on billions of dollars of hidden debt and a secretive founder whose borrowing habits left creditors exposed. The FT’s corporate finance editor Robert Smith and banking editor Ortenca Aliaj walk through their investigation and explain how this event has raised questions about potential cracks in private credit.   This is a repeat of an episode published on Behind The Money, a sister podcast of The Economics Show, on October 29, 2025 For further reading: The secretive First Brands founder, his $12bn debt and the future of private credit First Brands Group: dude, where’s my cash? First Brands bankruptcy: the losers — and winners Follow Robert Smith on X (@BondHack), or on Bluesky (@bondhack.ft.com). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.  Hosted on Acast. See acast.com/privacy for more information.
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单集文稿 ...

  • What does it take to inflict damage on some of the world's biggest financial institutions?

  • Well, as it turns out, one secretive businessman with a track record of battling creditors in court.

  • And it all starts with a tip.

  • I was having breakfast and I got a message from a contact who said they'd heard of this interesting company that was potentially having issues.

  • That's the FT's Ortenza Ally Eye.

  • The tip centered around a huge auto parts company, which is a bit out of left field.

  • She's the FT's banking editor.

  • But lots of big financial firms had lent this company money, and now it was running into trouble.

  • So Ortenza mentions it to our colleague Robert Smith.

  • He's the FT's corporate finance editor, and he reaches out to some of his contacts.

  • For a while, he doesn't hear anything back.

  • And then in August, Rob gets a call.

  • I was sitting there with sort of an incredibly experienced,

  • incredible person telling me that one of the biggest companies in its sector in America was a ticking time bomb.

  • The company we're talking about is called First Brands Group.

  • Not exactly a household name,

  • but it's a business with a collection of factories from Pennsylvania to California.

  • ones that make spark plugs, brake components, and windshield wipers.

  • It's an auto parts supplier basically, and it's from the rust belt of the United States.

  • So not typically the kind of company that would cause the upper echelons of Wall Street to lose sleep over.