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
How Oaktree Detected First Brands' Red Flags
Khanna outlines three red flags—unsustainable margins, cross-market financing, and founder governance—that alerted Oaktree.
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Transcript
