BND: Strategy Room Bonus - Private Credit: Blue Owl, KKR, and BlackRock under invesigation!
This video is a clip from BND: Strategy Room Live Stream on May 16, 2026. This is an update on Private Credit. Private Equity has a problem as the industry has a glut of over $3 trillion in companies that need to be offloaded from their portfolios. PE net asset values are also being called into question. This leads us to Blue Owl. The valuation of their funds is coming into question. The Private Credit hot streak is officially over as defaults continue to rise. KKR’s private credit fund takes a $560 million loss. The defaults in the fund increased to 8.1% in the first quarter of 2026 and the…
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