
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.
Play episode from 01:43
Transcript


