Blue Owl ($OWL) podcast mentions
Per Ticker.id: 30 Blue Owl ($OWL) mentions across 10 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-07.
Now, that view is underscored by some of the recent redemption figures we've gotten from major retail products in the market. The third quarter showed some signs of improvement, although the proportion of requests were still elevated and most managers still needed to cap those requests at 5%. Now, as GPs continue to work through issues in the wealth/retail channel. The institutional channel has largely held up and some managers are turning more focus toward insurance as a source of capital. Blue Owl Co-CEO Doug, Doug Ostrover said in an FT and Latham& Watkins event that they plan to make a, quote, big push into insurance, looking to increase the pool of capital from that channel specifically. The firm currently has about $40 billion in insurance capital, I'm told. For more more on the alternative space, please subscribe to our newsletter Inside Alts using that QR code on your screen.
Leslie Picker · Squawk on the Street · 11AM Hour: Sequoia Capital Partner Shaun Maguire, Webull Shares Tumble & Apple's Smart Home Ambitions 10/7/26 · 2026-10-07That means that 37% of the purchase price was funded with debt. 5, and last, Anaplan is a cloud-based scenario planning platform. This business model feels very vulnerable to AI. Thomas Bravo led the buyout. The purchase price was $10.4 billion. The debt level is relatively low at $2.5 billion. That means that only 24% of the deal was funded with debt. This particular private credit loan was led by a who's who of private credit, including Blue Owl, Golub Capital, Blackstone Credit, and Apollo Global.
Steve Eisman · The Real Eisman Playbook · Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap · 2026-10-02I call this a sleight of hand because the volatility was still there. They were just not provided a daily price. Private equity then took those assets and invested the proceeds in an exceptionally low rate environment, which was perfect for a strategy employing leverage. Times change. Rates are now much higher. The days of easy money are over. And private equity is overexposed to software companies, which has become extremely problematic. It's going to be years for private equity to work through these problems. We shall see how they do. And by the way, some software deals have already failed. So for example, in 2024, Blue Owl and other lenders took control of a company called Pluralsight, wiping out Vista's entire equity stake. This August, Medallia, a Thomas Bravo deal, was taken over by lenders as equity was wiped out as well. It's important to point out that neither of these companies was in cybersecurity.
Steve Eisman · The Real Eisman Playbook · Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap · 2026-10-02There was some other data center news that, that was quite interesting to us. One of them was the fact that Oracle sent this force majeure notice to Blue Owl that was, um, building their data center campus in New Mexico, uh, Project Jupiter, I believe was the name of the data center.
Ed Elson · Prof G Markets · Steve Eisman: One Company Could Break The AI Boom · 2026-10-02So the problem with someone like CoreWeave is it isn't just their customers paying them, it's their ability to get the data centers online fast enough to get paid. And the longer that takes, the more delays that that takes, the more interest that builds up. So it won't be our customers don't pay, though I think OpenAI doesn't pay and I don't think Anthropic pays. It's going to be by the time they've paid, how much interest burden do you have? And also, these private credit people need to stop pretending they've thought too hard about this. There was an information story a few months ago that said that Blue Owl took 15 minutes to decide to invest in Stargate Abilene. Mm. That doesn't— these people are not thinking too hard about it. So the other thing with CoreWeave is it's not just Microsoft, it's Meta, it's OpenAI, it's Anthropic. It's Jane Street. It's all of these different companies. And for each one, they've raised more and more debt. And they have— I think they're over $30 billion now, maybe $25.
Ed Zitron · Monetary Matters with Jack Farley · Ed Zitron on Anthropic's IPO (S-1), AI Debt, and Counterparty Risk · 2026-10-01And these data center SPVs, yeah, the companies that are funding and ultimately the customer of these SPVs might not be liable, but that doesn't mean the creditors are going to get paid back. In fact, I think most of the private credit debt doesn't get paid here, and I don't think private credit is collateralized well enough to weather that, especially not Blue Owl.
Ed Zitron · Monetary Matters with Jack Farley · Ed Zitron on Anthropic's IPO (S-1), AI Debt, and Counterparty Risk · 2026-10-01Blue Owl is big in a lot of these deals.
Jack Farley · Monetary Matters with Jack Farley · Ed Zitron on Anthropic's IPO (S-1), AI Debt, and Counterparty Risk · 2026-10-01Uh, Blue Owl is in pretty much every Stargate data center for Oracle. They are in multiple CoreWeave projects. Blackstone, BlackRock, same deal. Uh, SMBC, MUFG, though I've heard those two Japanese banks have been selling off the risk. Better hope they have. Goldman Sachs, Morgan Stanley, in a ton of them. The risk is everywhere, and perhaps not all of them go in the toilet, but I I don't know how that— I don't know how they avoid that because it will require customers to exist when 80% of all data center demand is OpenAI and Anthropic. It will require the money to arrive in an expeditious fashion when CoreWeave has net 360 payment terms with OpenAI. It's in one of their contracts. It will require ongoing capital for their customers, which will be dependent in OpenAI and Anthropic's case on their customers who are venture capital-backed startups that lose money to keep getting money, which means they're dependent on venture capital.
Ed Zitron · Monetary Matters with Jack Farley · Ed Zitron on Anthropic's IPO (S-1), AI Debt, and Counterparty Risk · 2026-10-01Because Blackstone and Blue Owl and all the other private credit shops and bankers haven't gotten in their head that they can finance it. And they have gotten into the head that they could finance NVIDIA's GPUs, but there's no law of nature that says that can't happen.
Jack Farley · Monetary Matters with Jack Farley · Token Bill Dwarfs CPU Bill | Ben Pouladian on Meta's Muse, Anthropic S1, and Why All Roads Still Lead to NVIDIA · 2026-09-30Blue Owl obviously never came back at all. Oh man, they're testing new lows again.
Ben Carlson · Animal Spirits Podcast · Will Higher Rates Kill the Stock Market? (EP. 484) · 2026-09-30I mean, it's extended to Blue Owl, which did try to argue, I think, last week that, that they will get paid, that these investors, these carry costs will extend even if the project gets delayed.
Carl Quintanilla · Squawk on the Street · 9AM HOUR: Nvidia Adds $150B to Stock Buyback; Oil Prices and Yields Surge; MongoDB CEO Leaves for Meta 9/28/26 · 2026-09-28We have SB Energy, which is quite literally a data center company by definition, was supposed to go public. It's now delaying that. We will get into that in a moment. Holtec, this nuclear services company that also delayed, and according to the CEO, it's because the business is quote, viewed as connected to data centers. AgriCo, which is this generation company, also services data centers, also delaying. And then the big news, Oracle sending a notice to the developers of Project Juno, Jupiter, one of its biggest data center projects. And they cited what is known as this force majeure, which is essentially this legal maneuver that is designed to relieve you from any liability, any obligation if some event happens that would prevent you from fulfilling your agreement. And a lot of people, I think, are correctly interpreting that as Oracle isn't sure that this whole data center buildout is actually going to work out. So what happened? Oracle stock falls 5%. Blue Owl, and those are the guys that are financing the development of this data center.
Ed Elson · Prof G Markets · Investors Are Turning Against Data Centers (Here's Why) · 2026-09-28Let's take a quick step back and say one thing that I think is abundantly clear. The private credit boom is, is over. We all saw in Forbes recently around the Blue Owl founders, other founders of private credit firms becoming billionaires. That's done. There's no new money, no new capital flowing into that strategy right now. Where I think the next leg comes, which will be probably starting next fiscal year, I fully expect to see a lot of merger activity within the BDC space and private credit space.
James Elbaor · Monetary Matters with Jack Farley · The Private Credit Boom is Over: Redemption Requests Exceed Liquidity | James Elbaor | Marlton LLC · 2026-09-27Yeah. Let's, let's talk about what the asset managers can do from here, because I think that that's more helpful. It doesn't— yes, it's important to understand where the NAV marks are, but let's talk about what their choices are, because that's where we make our money. And I think other investors can make money too. You can look at— one can look at the underlines and have a view as far as NAV, but what's equally as important is the nuance with the wrapper. Okay. So if you think about this, you can— your private interval fund, so like Blackstone Private Credit Fund, B-Cred. You— Blue Owl did this too. You're raising a private fund and you're offering liquidity, cap quarterly, capped at 5% if there's a run.
James Elbaor · Monetary Matters with Jack Farley · The Private Credit Boom is Over: Redemption Requests Exceed Liquidity | James Elbaor | Marlton LLC · 2026-09-27Okay, if, if people demand more than 5% of all the capital of the fund back, they're not going to give it back. They're going to get you. With that, what options do you have? So you can do what Blue Owl and others have done which is you can list your private interval fund, you can IPO it. This was in 2020 to 2024. This was really the way that private credit took those, gave their shareholders liquidity. They just took those vehicles public. You have shares now in a private credit closed-end fund. And you can sell those shares to UMAX. And those were trading at premiums. So if you wanted that, you'd have to pay up for that. And that drove a lot more people to get exposure to private credit, right?
James Elbaor · Monetary Matters with Jack Farley · The Private Credit Boom is Over: Redemption Requests Exceed Liquidity | James Elbaor | Marlton LLC · 2026-09-27