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.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 11 in all, peaking in Jul 2026 with 5.

newest first · ▶ plays the moment

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

Take over the fund, replace the manager, get the fees. voice-verified

I feel like with five percent tender that's not like top of mind. voice-verified

But are you is that like a possibility? voice-verified

You really want to talk about publicly listed closed in fund activism. voice-verified

But I want to talk about OBDC two. voice-verified

Oh okay. voice-verified

I'll stick with private BDCs. voice-verified

is tendering for the private BDC. voice-verified

I thought you had said somewhere that Blue Owl was supportive of you, but like Is there some level of supportive between like voice-verified

Saying you should do this in the letter voice-verified

this before I think maybe we're f filming that. voice-verified

A thirty-five discount is not what it sounds like because these are levered funds, right? voice-verified

You want to just voice-verified

I gather these places are run voice-verified

had like less leverage than they could be and like have some voice-verified

Headroom there, but maybe that's not true. voice-verified

of like a match like how you'll debt against getting along this stuff or like is it am I missing something like that? voice-verified

as you say, you say look out below, like is there like a scenario where like voice-verified

The stuff you can be short in high yield totally diverges from like PDC software loans. voice-verified

people think you're gonna buy none. voice-verified

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