Matt Levine
speaker
4,268 appearances
11 recordings
1 series
first heard Jun 2026
last heard 3d ago
Matt Levine’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 — 11 in all, peaking in Jul 2026 with 5.
Appearances
But like if your long term vision is you want to have a huge permanent retail private credit vehicle, then like
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Buying back shares hand over fist is the wrong move.
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Now I take your point that maybe it's the right move because it's like shareholder friendly and well, you know, accretive.
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What do you think they'll do?
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We're sort of, I don't know, halfway through this quarter's like BDC private BDC redemption requests.
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We have all these stories about public BDCs trading at discounts.
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There's gonna be next quarter, you know, who knows, right?
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Like how's it gonna shake out?
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Is it all gonna be you tendering for stuff or is like is someone gonna find a
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Yeah, and then like what ha like what do they do?
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Like you get
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Fifteen twenty.
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Like what do you what do you do about it?
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Well,
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They talk about like how is this gonna shake out, how the manager's gonna do it, and you mention B Reed as a shiming star of what you should do.
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Like, is there a play like that here?
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Is there like getting institutions to
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sign up to do something like what you're doing, you know, like to provide liquidity.
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Again, like the thing that troubles me is like the talk is the institutional market is still pretty good, right?
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And and that's it's like a strange disconnect from like the dentist's redeeming.
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Showing 2001–2020 of 4,268 · page 101 of 214
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