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Tim Travis on Private Credit $OWL $OBDC and $MSDL; Energy $DVN, $OXY and $EPD; and $AGO | S08 E10

The Acquirers Podcast

00:00

First‑lien Loans and Portfolio Makeup

Tim details that most BDC loans are first‑lien adjustable‑rate loans and how portfolio composition drives risk profiles.

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