Tim Travis

Founder and manager of T&T Capital specializing in deep value investing, financials, and private credit, who discusses investment ideas and option strategies on the episode.

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Mar 19, 2026 • 59min

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

Tim Travis, founder of T&T Capital and deep value investor, discusses private credit structures and why headlines overstate risks. He contrasts asset managers versus BDCs and explains buying BDCs at wide NAV discounts. Tim covers energy names like Devon and Occidental and highlights MLPs and pipelines for defensive yield. He also walks through cash‑secured puts and option strategies for conservative entries.

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