Matt Levine
speaker
4,268 appearances
11 recordings
1 series
first heard Jun 2026
last heard 2d ago
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 — 11 in all, peaking in Jul 2026 with 5.
Appearances
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
The reason to assume it's trolling and not all of the above is cause I think I think you mentioned before we started.
voice-verified
People's first natural question is, do you think you'll get any?
voice-verified
basically Calsters like bought shares at NAV and they use that to cash people out, or is that
voice-verified
So you were like aware of outflows in particular.
voice-verified
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
voice-verified
What is overpromising?
voice-verified
Because like I think a lot of them would say we promised five percent tenders.
voice-verified
And we're doing five percent tenders.
voice-verified
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
voice-verified
Yeah, this is what I was gonna say.
voice-verified
Like when when I first started writing about your um tilted blue owl, I got emails being like he's gonna
voice-verified
Showing 1901–1920 of 4,268 · page 96 of 214
← Previous
Next →