The creator's firm is tendering for Blue Owl's OBDC II fund, seeing it as a potential opportunistic investment due to demand for liquidity at a discount to NAV.
Source Post
Private Credit Concerns - Kieran Goodwin | EP.494
Mar 30, 2026
Ted Seides interviews Kieran Goodwin, partner at Saba Capital, discussing risks in the private credit market, including asset-liability mismatches, liquidity, and default risk. Goodwin shares his background in credit derivatives and his experience at various hedge funds, and how Saba is positioning itself to benefit from market dislocations.
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Apple stock was used as a contrast to private credit, implying it's not typically viewed as an income product.
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