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 monthsRecordings per month over the last 12 months — 10 in all, peaking in Jul 2026 with 5.
Appearances
The reason to assume it's trolling and not all of the above is cause I think I think you mentioned before we started.
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People's first natural question is, do you think you'll get any?
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basically Calsters like bought shares at NAV and they use that to cash people out, or is that
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So you were like aware of outflows in particular.
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So you weren't like I'm ready for the private credit industry generally, or like Blue L, particularly I heard of some RAs who
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What is overpromising?
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Because like I think a lot of them would say we promised five percent tenders.
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And we're doing five percent tenders.
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Because I assume that like roughly none of these redemptions are people trying to remodel their houses and like roughly all of it is like people worried about
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Yeah, this is what I was gonna say.
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Like when when I first started writing about your um tilted blue owl, I got emails being like he's gonna
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Take over the fund, replace the manager, get the fees.
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I feel like with five percent tender that's not like top of mind.
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But are you is that like a possibility?
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You really want to talk about publicly listed closed in fund activism.
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But I want to talk about OBDC two.
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Oh okay.
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I'll stick with private BDCs.
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is tendering for the private BDC.
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I thought you had said somewhere that Blue Owl was supportive of you, but like Is there some level of supportive between like
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Showing 1741–1760 of 4,099 · page 88 of 205
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