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

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Money Stuff: The Podcast · Re-Run: Boaz Weinstein · 14 Aug 2026 podcast

Because like voice-verified

Clearly you think value is somewhere between voice-verified

Fifty five and a hundred. voice-verified

Eighty voice-verified

So there are people, there are dentists who are trying to get out who are very bearish on this. voice-verified

There are you who are a bitter at sixty-five. voice-verified

But like sound pretty bearish on like broadly speaking the portfolios of private credit. voice-verified

And then there's the people who run these funds who voice-verified

say they're pretty bullish and that this is all overblown and they're still getting institutional inflows and everything's marked at par and whatever. voice-verified

I have written if I were running like, say, Blackstone and I were voice-verified

putting in my own money to cash people out when they were asking to redeem. voice-verified

I would be pretty annoyed that I was doing it at par and not at eighty or ninety. voice-verified

You are offering it sixty five. voice-verified

And like Blackstone can't really do that because like they have forty act obligations and like it's a marketing disaster. voice-verified

But like I was thinking there should be like a round robin where like Blackstone is bidding eighty for like HPS's loans and HP S is bidding eighty for like Blue Owl's loans and everyone's bidding eighty for each other's loans because like voice-verified

You have the publicly traded BDCs, like closed-end funds, right? voice-verified

Which is like trading at like eighty. voice-verified

You can you can go do a tender if you want, right? voice-verified

But like then you have these private funds where you could you you are doing a tender at sixty-five and you might get filled. voice-verified

Like, why aren't the managers voice-verified

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