PodcastInside the Rope with David ClarkOctober 12, 2026
Ep 233: Raghav Khana - Navigating the Squeeze: Oaktree on Private Credit, Collapse Risks, and Market Cockroaches
Oaktree's Raghav Khanna discusses private credit risk management, the software-loan stress and cockroaches comments, PIK and synthetic PIK behavior, illiquidity premium returns, and cautious views on AI data center debt.
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