Matt Levine

speaker

4,099 appearances 10 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 months

Recordings per month over the last 12 months — 10 in all, peaking in Jul 2026 with 5.

Appearances

newest first · ▶ plays the moment

Money Stuff: The Podcast · What's the Concern? · 11 Sep 2026 podcast

Like that's kind of like the way to model it. voice-verified

Now, again, like you can dispute the facts, right? voice-verified

Like Apollo says voice-verified

This is a you know a flawed methodology and like it's like one or two transactions years ago, it doesn't voice-verified

But they're not wrong that there is a certain reputation for aggressiveness. voice-verified

And like then the question is, if Apollo is paying a hundred basis points a year for that reputation, like is it getting its money's worth, right? voice-verified

And like if in fact they continue to extract value from creditors, then maybe a hundred basis points a year is like a perfectly fine price to pay for that. voice-verified

How lucrative is their aggressiveness? voice-verified

Right. voice-verified

And the paper sadly does not measure that. voice-verified

And again, like Apollo's like, oh, it's like, you know, years ago. voice-verified

So they're not like, yes, we're gonna ruthlessly fleece our creditors tomorrow, right? voice-verified

But it's like, you know, there's some chance that like on balance Apollo makes more for its equity investors even after accounting for the extra hundred basis points of alleged yield spread. voice-verified

Their moms. voice-verified

Like so again, like Apollo's like, Oh, that's not true. voice-verified

But like let's say they just embrace it, right? voice-verified

And they go out to raise money for their private equity funds. voice-verified

And they go to like a private equity limited partner and they say, you know, invest in our fund. voice-verified

It's great. voice-verified

And the private equity LP is like, Well, I don't know. voice-verified

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