Matt Levine

speaker

4,099 appearances 10 recordings 1 series first heard Jun 2026 last heard 18 Sep

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 · Re-Run: Boaz Weinstein · 14 Aug 2026 podcast

Since then the tender offer has expired. voice-verified

He didn't get a lot of take up, but he and others are still out there trying to buy BDCs at a discount, so a lot of the lessons are still relevant. voice-verified

Enjoy the show. voice-verified

Hello and welcome to the Money Stuff Podcast. voice-verified

I'm Matt Levine. voice-verified

I'm here with Kitty Greffold and our guest is Boz Weinstein of Sabah Capital Management. voice-verified

I feel like voice-verified

We've thought since the beginning of this podcast about having you on to talk about closed down to fund activism, but man, closed down to fund activism has voice-verified

in a new form really hot. voice-verified

I wanna talk about like what your trade is. voice-verified

You're out with a tender to buy what, five, ten percent of OBDC two, five percent of OBDC two, the uh the blue owl private B D C at a thirty-five ish percent discount to marked NAV. voice-verified

So like voice-verified

What's the trade here? voice-verified

Like, are you like going in the book and like doing detailed credit work and being like, We think this stuff is worth seventy five cents on the dollar, so we'll pay sixty five? voice-verified

Are you hedging the credit? voice-verified

Are you trolling? voice-verified

Are you what's the sort of basic trade here? voice-verified

Why, Matt, do you voice-verified

It's just a lot of people. voice-verified

I'm gonna start with trolling. voice-verified

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