Episode Mentions
Odd Lots · Apr 27, 2026
What's Actually Going On With Private Credit
“Distressed specialist raising special opportunities funds to acquire stressed/distressed private credit loans from redemption-pressured managers”
Private Credit Market Structure and GrowthPost-2008 Banking Regulation and Capital RequirementsLeverage Multiples and Underwriting Standards
View AnalysisTBPN · Feb 26, 2026
NVIDIA Earnings, Nano Banana 2, Block Cuts 20% of Workforce | Kenn Ricci, Howard Marks, Yash Patil, Scott Morton, Fan-Yun Sun, Adam Draper & Doug Bernauer, Sammy Azdoufal
“Investment firm led by Howard Marks, focused on credit markets and contrarian investing”
NVIDIA earnings analysisDJI vacuum security breachBlock workforce reduction
View Analysis