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TWSS x CNBC's Dan Nathan & Guy Adami: "He Said / She Said" - Blue Owl's Private Credit Fiasco
Send us Fan Mail We teamed up with Guy Adami and Dan Nathan to discuss two major developing market stories ahead of meeting in Miami for the iConnections Global Alts conference. The first topic is stress in private credit, centered on Blue Owl’s retail-focused semi-liquid vehicle (Blue Owl Capital Corp II) facing heavy redemptions and gating, highlighting the liquidity mismatch between retail redemption needs and long-dated loan assets. They contrast the gated evergreen structure with Blue Owl’s publicly traded BDC that was trading roughly 20% below NAV, discuss Blue Owl’s reported loan sales…
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