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

Why Private Credit Was Untested Over Cycles

Khanna explains private credit’s limited cycle history and why recent defaults feel idiosyncratic, not systemic.

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