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
I would be pretty annoyed that I was doing it at par and not at eighty or ninety.
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You are offering it sixty five.
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And like Blackstone can't really do that because like they have forty act obligations and like it's a marketing disaster.
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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
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You have the publicly traded BDCs, like closed-end funds, right?
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Which is like trading at like eighty.
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You can you can go do a tender if you want, right?
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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.
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Like, why aren't the managers
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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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Showing 1961–1980 of 4,268 · page 99 of 214
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