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What the podcasts are saying about
OBDC
In-depth coverage
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Episodes
Latest attributed ideas · most recent first
17 JULTHE JULIA LA ROCHE SHOW · 01:10
Private credit retail products face liquidity risks
“The bear case argued for retail-facing private credit is that retail investors lack the tolerance for the structural illiquidity and volatility inherent in these assets, risking a sudden run.”
In depth · 4/5Verify in source →
17 JULTHE ACQUIRERS PODCAST · 05:40
BDC discounts offer a margin of safety
“The bull case for publicly traded Business Development Companies is that their steep discounts to net asset value provide a massive cushion against potential credit defaults.”
In depth · 4/5Verify in source →
17 JULMONETARY MATTERS WITH JACK FARLEY · 04:15
Public BDCs trade at attractive NAV discounts
“The guest argued that publicly traded Business Development Corporations (BDCs) represent a highly attractive arbitrage opportunity relative to private, non-traded BDCs.”
In depth · 4/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 07:45
Public BDCs trade at attractive discounts
“The bull case argued for publicly traded Business Development Companies (BDCs) is that they offer a highly discounted entry point relative to their private counterparts amid unwarranted market panic.”
In depth · 4/5Verify in source →
17 JULPLANET MICROCAP PODCAST · 03:25
Private credit BDCs priced for unrealistic distress
“The bull case presented for business development companies (BDCs) is that market pricing implies a default environment far worse than the Great Financial Crisis, creating a highly asymmetric risk-reward profile.”
In depth · 4/5Verify in source →
4 JULTHOUGHTFUL MONEY · 00:35
Publicly traded BDCs are deeply undervalued
“The guest argued that high-quality publicly traded Business Development Companies (BDCs) represent a compelling opportunity due to unjustified market discounts relative to their Net Asset Value.”
Core thesis · 5/5Verify in source →
4 JULEURODOLLAR UNIVERSITY · 00:15
Private market liquidity illusion is unraveling
“The private credit downturn is spilling over into private equity as redemption pressures mount, threatening a nonlinear credit crunch and systemic rating downgrades.”
Core thesis · 5/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION