Hurt People Hurt People: SBUX, LMEs, BofA

Hurt People Hurt People: SBUX, LMEs, BofA

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Boaz Weinstein

Matt and Katie talk to Boaz Weinstein of Saba Capital Management about his tenders for OBDC II and SREIT, semi-liquid fund liquidity, reflexivity, the lure of permanent capital, private credit NAVs, public vs. private BDC discounts, preserving brand value, volatility laundering, ...  Show more

Man Not Bird

Katie and Matt discuss high school quiz bowl, Bill Ackman’s closed-end fund again, the rich history of CEFs trading at a discount, economically attractive places to work, preferred performance fees, private credit vibes, accepting illiquidity for high returns, marking private cre ...  Show more

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