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
trying to buy back their own stuff.
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At sixty five when they think it's worth a hundred.
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public P D C rather than its
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You think of private credit, there's like a big institutional drawdown fund SMA business and then there's like
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The sort of retailish BDC stuff.
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Like
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Do you have a sense of what the institutional funds take?
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You're trying to do a trade at like a thirty five percent discount.
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Like is there an equivalent mark in like the institutional market?
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Like is there a are there comps in that market?
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ringing from like institutions who want to unload statements.
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Yeah, I like I'm sympathetic to like w what HPS said is, you know.
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No, and but also like spreads are wide, so we're gonna put money to work, right?
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Like we're in the business of making loans, like we have inflows to make loans and we're gonna make loans with our inflows and there's a reason that there's a reason there's limited liquidity here, which is that it like the underlying product has limited liquidity, and like we're not gonna just like shut down our business to give you money.
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But
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Like what I believe is they had like something like nine percent requested outflows and like
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They had more inflow than the five percent like payday and not
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too.
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Yeah.
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Showing 1801–1820 of 4,099 · page 91 of 205
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