
Is the Age of Reckless Lending Coming To An End? | Oaktree’s Raghav Khanna on Private Credit, Software, and How Oaktree Correctly Saw First Brands' Red Flags
Monetary Matters with Jack Farley
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Risks Lending to Software and SaaS Sponsors
Khanna warns AI and consumption models threaten SaaS revenue, but integrated, high‑ROI software can remain durable.
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Transcript


