American Dream: EDR, BIS, PILOT

Matt and guest host Mary Childs discuss CDS gossip, suboptimal mortgage refinancing, cheap options, shopping for savings accounts, billing by the hour, AI and the apprenticeship model, second-price auctions, chandelier bidding, the IVV to VOO pipeline, rich person trades vs. hedg ...  عرض المزيد

Matt and Katie talked in March 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 l ...  عرض المزيد

Today we talk about the topics mentioned in the title, and go off on a brief Neera Tangent. Learn more about your ad-choices at https://www.iheartpodcastnetwork.comSee omnystudio.com/listener for privacy information.