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

Covenants and Recovery Trends in Private Credit

Khanna notes covenant convergence at larger deals, slightly better private credit recoveries, and BSL recovery erosion.

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