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Leadership | Leaders, Investors & Entrepreneurs

Leadership · Profiles, playbooks, and lessons from leaders, investors, and founders | Showing 2 of 2

Leadership | Leaders, Investors & Entrepreneurs

Profiles, playbooks, and lessons from leaders, investors, and founders.

Leadership · Showing 2 of 2

Boaz Weinstein (Founder, Saba Capital Management) on the Money Stuff Podcast | Bloomberg

> "you have fire insurance in a sell-off that you can get out but it doesn't work if if there's actually a fire" - **Boaz Weinstein** [[00:04:47](https://www.youtube.com/watch?v=cRt9ehlFLGo&t=4m47s)] > "the reflexivity of falling navs leading to larger outflows leading to forceelling leading to falling navs and then you're out in three or four years i don't believe that the retail investor understood that" -…

Mar 19, 2026·Finance
Boaz Weinstein (Founder, Saba Capital Management) on the Money Stuff Podcast | Bloomberg

The Private Credit Unwind Is Coming – Tony Yoseloff | The Master Investor Podcast

> "capital chases returns and markets become efficient over time and just a tremendous amount of capital flow into this asset class specifically direct corporate lending and you know that's just starting to catch up" - **Tony Yoseloff** [[00:16:52](https://www.youtube.com/watch?v=W_386O_-Gzg&t=0h16m52s)] > "true default rates in these markets are already five or 6% and have been the last couple of years... it's…

Mar 18, 2026
·Biographical
The Private Credit Unwind Is Coming – Tony Yoseloff | The Master Investor Podcast
Source
FinanceLeaders, Investors & EntrepreneursMarkets & Investments
+33 more tags
PodcastPrivate CreditSaba Capital Management

Boaz Weinstein (Founder, Saba Capital Management) on the Money Stuff Podcast | Bloomberg

"you have fire insurance in a sell-off that you can get out but it doesn't work if if there's actually a fire" - Boaz Weinstein [00:04:47]

"the reflexivity of falling navs leading to larger outflows leading to forceelling leading to falling navs and then you're out in three or four years i don't believe that the retail investor understood that" -…

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UJ
Mar 19, 2026
Source
BiographicalDavidson KempnerFinance
+77 more tags
Leaders, Investors & Entrepreneurs
Markets & Investments
PE/VC
Podcast
Private Credit
Self-Development
The Master Investor Podcast

The Private Credit Unwind Is Coming – Tony Yoseloff | The Master Investor Podcast

"capital chases returns and markets become efficient over time and just a tremendous amount of capital flow into this asset class specifically direct corporate lending and you know that's just starting to catch up" - Tony Yoseloff [00:16:52]

"true default rates in these markets are already five or 6% and have been the last couple of years... it's…

View Full Article
UJ
Mar 18, 2026