In short: Talkington keeps her BDCs (this + ARCC) at ~13% yield — the underlying loan portfolios are "money-good" — even as she exits the alt-manager stocks (sold Apollo) where sentiment/flows have turned negative.
A BDC (business development company) is a publicly traded fund that lends money to mid-sized private companies and passes the interest to shareholders as high dividends. Talkington holds two — Blue Owl Technology Finance and Ares Capital — yielding around 13%. Her key distinction this episode: she's keeping the BDCs (which make the loans) because "the underlying portfolios are money-good" — meaning the loans are sound and being repaid — while selling the alternative-asset manager stocks like Apollo, whose share prices are being hit by negative sentiment and redemption fears even though the loans themselves are fine.
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