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@kieranwgoodwin "The PRIVATE BDCs aka INTERVAL FUNDS aka Asset/Liabilty MISMATCHES are much bigger than public BDCs. For example BXSL has $10ish bn AUM and BCRED has $75bn AUM . They do own some % of BSLs aka Lev Loans so BKLN is a SHORT amongst many other things if GATES BECOME THE NORM"
X Link @kieranwgoodwin 2025-10-10T18:44Z 12K followers, 15.2K engagements

"So a X year old Private Credit Fund has to roll XX% of its assets to a Continuation Vehicle but we are in the Golden Age of Private Credit The goal when lending money is getting paid back from borrower not roll forever"
X Link @kieranwgoodwin 2025-09-02T16:00Z 12K followers, 48.7K engagements

"PRIVATE BDC's are going get MASS REDEMPTIONS unless PUBLIC BDC's prices rebound quickly. PUBLIC BDC's are trading at a median 20+% discount to NAV. But PRIVATE BDCs are "promised" quarterly liquidity at NAV . SUBJECT TO A X% GATE . no biggie BREIT gated in '22 HOWEVER "
X Link @kieranwgoodwin 2025-10-10T18:44Z 12K followers, 224K engagements

"BREIT (a private REIT) had assets (CRE) that it could sell at or even ABOVE the mark. Private BDCs have 5-10% BSLs which have liquidity NEAR the Mark for NOW. BUT the rest of the assets PRIVATE LOANS have ZERO LIQUIDITY ANYWHERE NEAR THE MARK. SO IF "
X Link @kieranwgoodwin 2025-10-10T18:44Z 12K followers, 16.6K engagements

"When it comes to PRIVATE CREDIT I think RETAIL is the SMART MONEY. WHY is RETAIL the SMART MONEY because they are SELLING BDC EQUITIES are a FURIOUS rate despite stock market highs and public market tights. Let me explain why they are selling and why they may be CORRECT:"
X Link @kieranwgoodwin 2025-10-09T15:33Z 12K followers, 66.9K engagements