Private credit slowdown threatens debt refinancing cyclesRevived after 50 quiet weeks.
ThenThe guest argued that private equity is in a vicious cycle where falling distributions trap capital, shrinking fundraising reduces exit opportunities, and a large portion of portfolio companies are cash flow negative and struggling to refinance.NowThe speakers argued the 2021-22 loan vintage is one of the worst ever, with a high concentration of defaults already and a looming 2028-29 maturity wall that will drive deep loss severities.What finance podcasts are saying aboutBLUE OWL CAPITAL INC.OWLNYSE
According to Zortix's podcast index, BLUE OWL CAPITAL INC. (OWL) was discussed on 4 finance podcasts across 5 episodes in the 30 days to 11 Sep 2026, generating 5 attributed ideas — most coverage from The Julia La Roche Show, Eurodollar University and Excess Returns.
- Mentions · 7d
- 2
- Mentions · 30d
- 5
- Mentions · 90d
- 14
- Episodes · 30d
- 5
- Shows · 30d
- 4
- Vs prior week
- +1
- Discussion depth
- Substantive discussion
As of 10 Sept 2026
Ask Zortix about OWLKey facts
- Exchange
- NYSE
- Industry
- Investment Advice
- Headquarters
- New York, NY
- Incorporated in
- New Jersey
- Fiscal year ends
- 31 December
- Formerly
- Altimar Acquisition Corp.
Listing and registration facts from public registries · SEC EDGAR filings for OWL. Not a rating, forecast or recommendation.
Stance mix · podcast discussion
0 BULLISH · 1 BALANCED · 4 BEARISH
15 JUNWEEKLY · 90D7 SEP
Counts of attributed podcast discussion · not a rating, forecast, or recommendation
Top shows by coverage · 30 days
| Show | Ideas | Episodes |
|---|---|---|
| The Julia La Roche Show | 2 | 2 |
| Eurodollar University | 1 | 1 |
| Excess Returns | 1 | 1 |
| The Options Insider Radio Network | 1 | 1 |
Latest ideas · headlines, attributed
10 SEPYESTERDAYEURODOLLAR UNIVERSITY
8 SEP3D AGOTHE JULIA LA ROCHE SHOW · BEAR TRAPS REPORT
3 SEP1W AGOEXCESS RETURNS · BEN HUNT
The Callback on OWL
What they said then, and what they are saying now.
Definitions
- Mention
- One attributed idea naming this ticker, extracted from a podcast episode and dated by the episode’s air date. How we count →
- Attributed idea
- A specific argument a named speaker made on a named show — never an aggregate opinion, never Zortix’s view. What qualifies →
- Discussion depth
- How thoroughly an idea was argued on the episode, from a brief mention to a core thesis — a description of the conversation, not a rating of the stock. The bands →
- Stance mix
- Counts of attributed ideas by the side each argued on this name — bullish, balanced, or bearish as the speaker put it. A tally of the conversation’s sides, never a combined score, a rating, or Zortix’s view.