Blue Owl ($OWL) podcast mentions

Per Ticker.id: 33 Blue Owl ($OWL) mentions across 11 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-21.

1. Let's— okay. In no particular order, you know, I wanted to revisit a couple of different trades that you and I have talked about. So I'll call it— I was right for coming into Q3 to be bullish semis. Equities. There was one trade which I'll just highlight here, you know, which is— let me go forward. Oh, I'm sorry. So I thought that private credit managers' equities had kind of— were attractive buys in Q2. And I felt like a genius when Blue Owl and others rallied up 30% from like $9 a share to over $12 a share. But again, squeezed by bonds, I would argue they gave back all of that value. And so now, you know, we'll see where we're at.

   Jan van Eck · Thoughtful Money with Adam Taggart · The Big Squeeze: High Bond Yields Now Becoming A Problem For Stocks | Jan van Eck · 2026-10-21

2. I think what I got wrong also is that, you know, Blue Owl got more redemption requests. So I think so, you know, then for one of their biggest funds. So I think this, it's just going to take a while for the wealth community to get right-sized in these positions, number one. And number two, I think the market is saying, which is the theme of this outlook, right? The bond squeeze. All of these value propositions. It's one thing to offer 9%, 10% yields in a zero interest rate environment. It's different if the, you know, if the 10-year bond is offering over 5%, right? It's just like the value prop is starting to become diminished. And so that's my point is there's more pressure on the rest of our portfolios. But I don't think it's so bad given the health of the economy that I would predict lower lows, if you will.

   Jan van Eck · Thoughtful Money with Adam Taggart · The Big Squeeze: High Bond Yields Now Becoming A Problem For Stocks | Jan van Eck · 2026-10-21

3. Yeah, I mean, there were, I think, 3 things going— well, the 2 things that were going on in the first half of the year was a lot of regulatory scrutiny that was totally not in the headlines. And I've confirmed that in many private conversations because there were all these social media concerns about private credit, mismarking, and all this kind of stuff. And then obviously the pressure from the SaaS, industry, software industry. So, those two fundamentals. And I said, well, I think that feels priced in and the equity of Blue Owl is still paying a very healthy dividend. So, you get paid to wait. But I just wanted to revisit that trade in particular.

   Jan van Eck · Thoughtful Money with Adam Taggart · The Big Squeeze: High Bond Yields Now Becoming A Problem For Stocks | Jan van Eck · 2026-10-21

4. Oh yeah. Oh yeah. I think the size of the company is irrelevant. So for people that don't know exactly like what is this CoreWeave company that people keep talking about, it is one of these— they're called a neo cloud computing company. Now I've been on record, neo dash anything, I don't know what it means. Uh, neo economic, neo this, post neo. I don't— I just Those are for the intellectuals. I don't, I don't understand it. But what CoreWeave and the companies like it essentially do is they don't build the data centers per se. There's like a private financing company, Blue Owl, Meta, whatever, and they fill these data centers with chips from Nvidia. They lease them out to the hyperscalers, whoever else is buying all of this. And then there's also a software layer in between. Okay. And of course, CoreWeave is heavily—

   Michael Batnick · Animal Spirits Podcast · It's a Bloodbath (EP. 487) · 2026-10-21

5. I would point out that other than Blue Owl, All of the alternative asset manager stocks are up now. It's been a horrific year, and I think that's actually an appropriate word to describe the performance of so many of these names. And they've been coming under pressure in part for some of the same things that we've been talking about in terms of their heavy reliance in certain areas on data center financing and so many other things that at least there are concerns around whether they're justified or not. But a bit of a, a bit of a rebound ever so slightly.

   David Faber · Squawk on the Street · 9am Hour: Exclusive: CoreWeave Craters, Red Hot PPI, AI Buildout Fears 10/15/26 · 2026-10-15