DEBT SERIOUS Podcast Transcripts
DEBT SERIOUS · 8 episodes with transcripts
Deep-dive conversations exploring private credit, leveraged finance, distressed debt, and debt capital markets. debtserious.substack.com
Spoken has transcripts of 8 DEBT SERIOUS Podcast episodes, with the speakers named. The newest listed here is from August 20, 2026.
Every DEBT SERIOUS Podcast transcript in one script
8 episodes of DEBT SERIOUS Podcast have transcripts. Fetch them all as speaker-labeled Markdown in one script — 1 credit each, and re-fetching one you already have is free:
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Latest DEBT SERIOUS Podcast transcripts
Podcast | Episode #8: BDC Tender Offers | John Cox, Founder & CEO of Cox Capital
August 20, 2026
John Cox (0:02)
It certainly, to your point, wasn't what I thought the holding period was going to be. I thought it would be two to three years, it ended up being six. Not nearly as bad as the people who bought it originally, who thought it would be seven years, and I think they're on year 13 or 14
A change in repurchase policy or elitist anger liquidation is going to have a drastic impact on your return and duration in a way that five percent NAF change wouldn't necessarily. Public theses will show us, one, the implied losses on that portfolio given the leverage. So let's say a 20 percent discount might imply…
SPEAKER_2 (0:53)
If you've been following the saga around redemptions from non-traded BDCs, you've definitely come across Cox Capital. The firm has been making tender offers for shares of Blue Owl, Apollo, HPS and other large non-traded BDCs at sizable discounts to NAV. My guest today is John Cox, founder of Cox Capital. I invited…
So your website says that Cox Capital provides liquidity to the highly fragmented wealth management channel. Can you elaborate on that?
John Cox (1:41)
Sure. The fragmentation we're referring to is at the shareholder level. The ticket sizes for these can be anywhere from $2,500 to $25,000, which is just significantly smaller ticket size than you'd see in institutional secondaries. These funds have tens of thousands of shareholders and they each need to be traded…
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