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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Which Vintages Are Under Pressure?
Khanna explains 2020–2021 vintages face stress from rising floating rates while later vintages perform better.
Play episode from 20:37
Transcript
