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Which podcasts are discussing OWL?
37 ATTRIBUTED IDEAS · 32 EPISODES · 16 SHOWS
The shows
Eurodollar University
The Compound and Friends
The Julia La Roche Show
The Acquirers Podcast
Business Breakdowns
Animal Spirits
Thoughtful Money
Commodity Culture
Excess Returns
Monetary Matters with Jack Farley
The Alpha Exchange
The Business Brew
The Derivative
The Pomp Podcast
What Bitcoin Did
WSJ What's News
Where the discussion went deepest
18 JUL4W AGOTHE JULIA LA ROCHE SHOW · 01:46
Banks face growing private credit & non-bank exposure
“The speaker argued that major US banks face structural headwinds as high trading revenues mask falling asset returns and unhedged non-recourse credit risks to private funds.”
#391 Chris Whalen: $4 Trillion Private Credit Risk, Double-Digit Inflation & Housing's 2005 Warning · with Chris Whalen
Core thesis · 5/5Verify in source →
9 JUL9 JULEURODOLLAR UNIVERSITY · 15:46
Banks retrenching from private credit fund leverage
“Major global banks are curtailing credit lines and back leverage to private credit funds due to deteriorating collateral value and mispriced risks.”
HSBC Just Issued A Dire Warning To The Entire Banking System
Core thesis · 5/5Verify in source →
5 JUL5 JULEURODOLLAR UNIVERSITY · 00:00
Private credit liquidity crunch threatens AI data centers
“A widening liquidity squeeze in private credit - evidenced by capped redemptions and asset sales - is argued to pose a structural financing headwind for capital-intensive AI data center developments.”
Private Credit Just Burst The $25 Trillion AI Bubble
Core thesis · 5/5Verify in source →
28 JUN28 JUNEURODOLLAR UNIVERSITY
BlackRock pressure signals private credit stress
“The host argued that synchronized weakness in BlackRock stock reflects offshore institutional redemptions from private credit funds facing credit cycle risks.”
Bitcoin And BlackRock Just Did Something VERY Strange
Core thesis · 5/5Verify in source →
24 JUN24 JUNEURODOLLAR UNIVERSITY
Private credit liquidity and redemption contagion risks
“The speaker argued that escalating investor redemption requests in non-traded private credit funds signal growing distrust in asset valuations and a structural shift toward negative net flows and credit cycle downturns.”
Private Credit Redemptions Just Crossed the Line Of No Return
Core thesis · 5/5Verify in source →
18 JUN18 JUNEURODOLLAR UNIVERSITY
Private credit and private equity facing structural freeze
“The host argued that private credit and private equity markets are facing a structural freeze driven by accelerating investor redemptions, plummeting new capital inflows, and an inability to clear asset valuations.”
MASSIVE Private Credit Update, Here's What You Must know · with BlackRock
Core thesis · 5/5Verify in source →
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