Monetary Matters with Jack Farley cover image

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

00:00

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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