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Blue Owl is back, the beleaguered alternative fund manager making news this time by refusing to partner back up with beleaguered former AI bubble star Oracle. This is big, especially since before now Blue Owl and Oracle worked together on seemingly everything. We've even got Tether's CEO feeling the winds shift, admitting how Bitcoin's struggles, for example, are a reflection of both the credit cycle and bursting AI anxiety. Eurodollar University's conversation w/Steve Van Metre------------------------------------------------------------EDU LIVE PRESIDENT'S DAY FEBRUARY 2026If you're a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To reserve your spot just go here but you better hurry, there aren't many spots left:https://eurodollar-university.com/event-home-page---------------------------------------------------------------------------------EDU's Webinar Series REPLAYThere is a ton of smoke coming out from the credit markets right now. But is there fire? For the next hour and a half, join us in examining the issue from all the relevant angles and perspectives. Just how big is the "garbage pool"? What is the driving force behind the credit cycle? How can we tell if it is turning, or maybe has turned? The most important funding system in the world is flashing warning signals, and almost no one is paying attention. Replay the full webinar at the link below:https://event.webinarjam.com/m9wym/go/replay/1ym21cpxh8zfw3f4---------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
This week in bitcoin mining news, hiccups surface in AI site development and funding, and China crackdown on bitcoin mining in Xinjiang. Subscribe to the Blockspace newsletter! Welcome back to The Mining Pod! Today, Colin and Matt dive into reports of a bitcoin mining crackdown in Xinjiang, China, Hut 8's massive $7B hosting deal with Fluidstack, just-reported summer weather delays at Core Scientific's Denton facility for CoreWeave, and Blue Owl declining to fund a 1 GW AI site for Oracle. And to close the show, veteran crypto reporter Brady Dale, author of the Front Stage Exit newsletter, joins us to talk about a failed vote in Granbury, Texas, to incorporate a new town to expel MARA from its facility in the area. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** Notes: * ~1.3GW/100 EH of mining under pressure in Xinjiang * Hashprice under $40 per PH/s/day * Difficulty adjustment projected at -1% * Hut 8 inks $7B, 15-year hosting deal with Fluidstack * Core Weave faced 60-day construction delays over the summer at CORZ Denton site Timestamps 00:00 Start 05:44 China bans Bitcoin, again! 15:46 Hut 8 hyperscaler deal 21:49 Delays at CoreWeave Denton site 25:26 Oracle funding issues 30:21 Brady Dale goes to Texas
Welcome back to The Mining Pod! Today, Colin and Matt dive into reports of a bitcoin mining crackdown in Xinjiang, China, Hut 8's massive $7B hosting deal with Fluidstack, just-reported summer weather delays at Core Scientific's Denton facility for CoreWeave, and Blue Owl declining to fund a 1 GW AI site for Oracle. And to close the show, veteran crypto reporter Brady Dale, author of the Front Stage Exit newsletter, joins us to talk about a failed vote in Granbury, Texas, to incorporate a new town to expel MARA from its facility in the area. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** * ~1.3GW/100 EH of mining under pressure in Xinjiang * Hashprice under $40 per PH/s/day * Difficulty adjustment projected at -1% * Hut 8 inks $7B, 15-year hosting deal with Fluidstack * Core Weave faced 60-day construction delays over the summer at CORZ Denton site Timestamps 00:00 Start 05:44 China bans Bitcoin, again! 15:46 Hut 8 hyperscaler deal 21:49 Delays at CoreWeave Denton site 25:26 Oracle funding issues 30:21 Brady Dale goes to Texas
What happens when asset owners stop managing asset classes and start managing the whole fund? How do portfolios change, and how does the industry reorient their business models around them? In this episode, a practical sequel to Season 1's introduction, we break down how TPA changes investment processes, how portfolios differ under an SAA framework, and what this means for external managers. With insights from CPP Investments, NZ Super, Blue Owl, and Capital Group, the conversation highlights how partnership, transparency, and solution-oriented relationships reshape the manager-investor relationship in a TPA world.Guests:Geoffrey Rubin, Chief Investment Strategist, Total Portfolio Management, CPP Investment BoardCharles Hyde, Head of Asset Allocation, New Zealand Superannuation Fund Eugene Podkaminer, Institutional Solutions, Capital GroupJames Clarke, Senior Managing Director, Global Head of Institutional Capital, Blue Owl CapitalEpisode Sources
Chuck Zodda and Mike Armstrong discuss CPI's pullback and the surprisingly strong slowdown in housing inflation that drove it. Micron jumps on rosy outlook as AI boom spurs memory chip demand. Oracle and Blue Owl split over data center rattles markets banking on AI boom. Wall Street gets a taste of blockbuster stock market debuts ahead. Heating costs to rise nearly 10% this winter. Instacart gets whacked with a report that the FTC is probing the company over AI pricing tool.
Unser Partner Scalable Capital ist der einzige Broker, den deine Familie zum Traden braucht. Bei Scalable Capital gibt's nämlich auch Kinderdepots. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Blue Owl versenkt Oracle. Amazon treibt OpenAI. Texas Pacific & Hut 8 freuen sich über Rechenzentren. MetaX, Medline & Andersen Group freuen sich über IPOs. KNDS will auch. Asahi will Afrika-Biz von Diageo. Palantir = reich. Pinduoduo kämpft. Micron. Rheinmetall. Eversys und La Marzocco profitieren von den zwei großen Trends der Kaffeewelt. De'Longhi (WKN: 694642) freut's. Prediction Markets boomen. Die Gründer von Kalshi und Polymarkets sind dadurch reich geworden. Robinhood (WKN: A3CVQC) will damit noch größer werden. Diesen Podcast vom 18.12.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
Den stora AI-finansiären Blue Owl har ska enligt uppgifter ha fått kalla fötter och är påväg att dra sig ur en av Oracles stora datahallssatsningar. Hur slår detta mot marknaden? Är AI-bubblan på väg att spricka? Med oss för att diskutera detta har vi idag Anna-Karin Hempel, förvaltare på Alfred Berg och Sebastian Hallenius, allokeringschef på Länsförsäkringar. Dessutom tittar vi närmare på förväntningarna inför nästa år.
Shares of Oracle take a hit as Blue Owl reportedly won't back the company's $10B data center in Michigan. What it means for the stock as it hits levels not seen since mid-June, and how it's impacting the broader AI trade. Plus Volatility spiking as stocks sell off. What the uptick in stock swings mean for markets heading into year end, and how you can position your portfolio with a new year on the horizon.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
MRKT Matrix - Wednesday, December 17th Stocks fall as tech rout deepens on Oracle concerns (CNBC) Oracle's $10bn Michigan data centre in limbo after Blue Owl funding talks stall (FT) Open source could pop the AI bubble — and soon (FT) Look around: Bubbles are everywhere. (Bloomberg) Warner Rejects Paramount's Hostile Bid, Saying Netflix Deal Still Superior (WSJ) Robinhood is betting big on betting (Axios) Wall Street Gets a Taste of Blockbuster Stock-Market Debuts Ahead (WSJ) --- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs
US equities were lower in Wednesday trading, finishing near worst levels, with the Dow Jones, S&P500, and Nasdaq closing down 47bps, 116bps, and 181bps respectively. AI weakness was the big story today following Financial Times report that Blue Owl backed out of an Oracle and OpenAI data center project in Michigan with no reprieve from Oracle comments project remains on track. Fedespeak from Waller remarks at Yale had a dovish cast. Today's $13B auction of 20s was well received. Micron earnings after the close and President Trump addressing nation tonight.
Wall Street fell as technology stocks retreated, with the Oracle–Blue Owl decoupling unsettling markets ahead of a looming wave of debt issuance. US Treasuries also slipped after dovish remarks from Fed Governor Christopher Waller. In commodities, silver surged to a record high above US$66 an ounce, while lithium prices jumped in China on plans to revoke mining licences. Back home, Aussie shares are expected to fall for a fourth straight session amid renewed rate-hike concerns. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
James Clark is senior managing director at Blue Owl and the Global Head of Institutional Capital. He has 26 years of asset management experience, and prior to Blue Owl, worked for Pimco, Golden Tree Asset Management and Landmark Partners. We had met on the circuit during my time as an allocator with Chicago Policemen's Annuity and Benefit Fund, and I recently enjoyed listening to him on this podcast with Ted Seides of Capital Allocators. https://youtu.be/laLuf6XrrDw?si=uixmWOvMGnPNeydfI wanted to catch up with James to capture some of his lessons learned amid such an accomplished career as an institutional capital raiser - he has an innate ability to play the long game, and a sharpened set of skills that enable him to know what a client needs and when, as well as when to dial things back. Diving in to these skills, he notes the value of active listening, core competencies, and the alignment of values in leadership. We end with a discussion of the changing dynamics of the private credit market, and the team's approach to building strong partnerships with clients.Series 5 of 2025 is kindly sponsored by Diamond Hill. Diamond Hill invests on behalf of clients through a shared commitment to its valuation-driven investment principles, long-term perspective, capacity discipline and client alignment. An independent active asset manager with significant employee ownership, Diamond Hill's investment strategies include differentiated US and non-US equity, alternative long-short equity and fixed income.
AI is fueling a boom in data centers, and the world's biggest hyperscalers are pouring billions into building up their capacity. But risks of an AI bubble and circular deals involving companies like OpenAI and Microsoft are worrying investors. Learn more about data center growth in 2026 and other sector outlooks: moodys.com/outlooks Host: Paloma San Valentin, Managing Director, North America Corporate Finance, Moody's Ratings Guests: John Medina, Senior Vice President, Moody's Ratings; Raj Joshi, Senior Vice President, Moody's Ratings Related Research: Artificial Intelligence – Global - 2026 Outlook - Risks are rising in a shifting AI landscape 08 Dec 2025Artificial Intelligence - Global - OpenAI's huge footprint is a risk for the AI value chain 05 Dec 2025Data Centers – US - Broadening array of financing approaches attract new capital as data centers scale up 03 Dec 2025 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
En el episodio de hoy de VG Daily, Andre Dos Santos y Eugenio Garibay abren la conversación con una mirada profunda al reporte de HSBC que estima que OpenAI necesitaría levantar más de 207 mil millones de dólares para sostener el ritmo actual de inversión en infraestructura y cómputo detrás de ChatGPT. Luego, el episodio se adentra en el nuevo estudio del MIT, que calcula que la fuerza laboral estadounidense podría ser reemplazada técnicamente por IA con las capacidades ya disponibles hoy. Eugenio y Andre discuten qué significa esto.Finalmente, cierran con el caso de Meta y Blue Owl, donde la compañía de Mark Zuckerberg estructura un financiamiento para data centers de inteligencia artificial que, gracias a ingeniería financiera, apenas toca su hoja de balance. Un ejemplo perfecto para ilustrar cómo las grandes tecnológicas están reinventando no solo la IA, sino también la forma de financiarla.
We will examine the case for gold and bitcoin as alternative assets, and look at how each fits (or doesn't) into a diversified portfolio, and what type of investor each one is really built for.Today's Stocks & Topics: Fidelity MSCI Real Estate Index ETF (FREL), Quanta Services, Inc. (PWR), Market Wrap, “Gold or Bitcoin? The New Safe-Haven Showdown”, Vanguard Total World Stock Index Fund ETF Shares (VT), The Scotts Miracle-Gro Company (SMG), Blue Owl, CD Rates, American Electric Power Company, Inc. (AEP), Vistra Corp. (VST), NextEra Energy, Inc. (NEE), PayPal Holdings, Inc. (PYPL), Teradyne, Inc. (TER), Bonds.Our Sponsors:* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
Chuck Zodda and Mike Armstrong discuss the AI bubble causing an 'everything bubble'. Blue Owl is the sum of all investors fears. Is the real poverty line $140,000? How spouses retiring at different times can avoid money clashes. Trump claims California's $20 fast food minimum wage hurts businesses. Is that true? An AI toy bear speaks of sex, knives, and pills, a consumer group says.
Nvidia was a bust. Not the company's earnings and forecasts, those were stellar. Instead, it didn't provide the buying boost everyone thought it would. Stocks lost ground. Bitcoin continues to get hammered, down by a third in roughly six weeks. What is going on here? The answer, or answers, are coming from the cockroaches. There's more to the Blue Owl hedge fund story. Plus, Bitcoin is correlating with what we call the triple hooks. Eurodollar University's Money & Macro Analysis---------------------------------------------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider---------------------------------------------------------------------------------------------------------------------CNBC Stocks tumble, Nasdaq closes 2% lower after stunning reversal in AI, Nvidia stockshttps://www.cnbc.com/2025/11/19/stock-market-today-live-updates.htmlCNBC Blue Owl calls off merger of its two private credit funds after announcement rattles stockhttps://www.cnbc.com/2025/11/19/blue-owl-calls-off-merger-of-its-two-private-credit-funds-after-announcement-rattles-stock-sources-say.htmlBloomberg Blue Owl Money Machine Sputters in Face of Private Credit Crackshttps://www.bloomberg.com/news/articles/2025-11-20/blue-owl-money-machine-sputters-in-face-of-private-credit-crackshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
Blue Owl blocks investor redemptions as its private credit fund faces mounting pressure, sparking fears of a wider shadow banking problem. The panel breaks down sloppy underwriting, fake receivables, liquidity stress, and why this could echo early 2008 style warning signs.
In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, sits down with Alexey Teplukhin, Managing Director at Blue Owl Capital, to explore the often-overlooked but critical role of data centers and digital infrastructure in the global economy. Alexey offers expert insights into how these assets are enabling everything from everyday digital activity to the exponential rise of artificial intelligence. The conversation begins with the basics what a data center actually is and quickly dives into what makes them such a compelling, long-term real asset investment. The discussion also covers how demand for data infrastructure is accelerating, what risks exist around technological disruption, and why Blue Owl focuses on the physical backbone of the digital world rather than trying to bet on the next software winner. With analogies ranging from toll roads to airports, this episode delivers a clear, engaging look at the intersection of AI, infrastructure, and investment strategy making it a must-listen for institutional investors navigating a rapidly evolving digital landscape.
Chuck Zodda and Mike Armstrong discuss the strongest buyer's housing market in over a decade. The American middle class is shrinking. Is that such a bad thing? Blue Owl money machine sputters in face of private credit cracks. Buffett's Alphabet blessing puts valuation paradox in focus. Teens seek mental-health help from Chatbots. Yikes!
On episode 439 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the Degen Dow pain trade, the lack of euphoria, AI skepticism, long bear markets, Michael Burry's crash calls, the great stuff transfer, the Bitcoin crash, first-time homebuyers, Blue Owl and much more. This episode is sponsored by Nuveen & YCharts Invest like the future is watching. Visit https://www.nuveen.com/future to learn more. Register for the November 19th webinar with Nick Maggiulli here: WEBINAR REGISTRATION and get 20% off your initial YCharts Professional subscription HERE when you start your free YCharts trial through Animal Spirits (new customers only). Animal Spirits audience survey: https://www.surveymonkey.com/r/P6T79NB Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe Find complete show notes on our blogs: Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick! This episode is sponsored by Public. Fund your account in five minutes or less by visiting http://public.com/WAYT Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ TikTok: https://www.tiktok.com/@thecompoundnews Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. See terms and conditions of Public's ACATS & IRA Match Program. Matched funds must remain in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability—verify independently before use. *Rate as of 9/26/25. APY is variable and subject to change. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Carl Quintanilla, Jim Cramer and David Faber led off the show with news broken by CNBC's Leslie Picker: Blue Owl has decided to call off the merging of two of its private-credit funds. Blue Owl Capital Co-President Craig Packer joined the program at Post 9 in an exclusive interview. The anchors also discussed what to expect from Nvidia's much-anticipated earnings report due out after the bell — as AI bubble fears have taken a toll on the tech sector. Target shares under pressure after the company trimmed profit guidance and missed on Q3 revenue, while shares of Lowe's and TJX moved higher on their respective quarterly results. Also in focus: "Faber Report" update on the Warner Bros. Discovery bidding war. cnbc.com/squawk-on-the-street-disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mike Armstrong and Marc Fandetti discuss private credit's exposed cracks in the foundation. Blue Owl plunges to 2023 low after blocking exit from fund. US probes firms that borrowed $400M from private credit giant HPS. What happens when housing supply is driven by markets and not Main Street. Cheaper coffee and tomatoes won't fix the inflation problem. AI is making us rich and unhappy.
Chuck Zodda and Mike Armstrong discuss what to expect in markets this week. Nvidia helped spark the AI rally. Its earnings could revive it. Those wishing for a drawn out bear market have forgotten how much pain comes with a bear market. Blue Owl private credit fund merger leaves some investors facing a 20% hit. You can't eliminate volatility, you can only transfer it.
The AI Breakdown: Daily Artificial Intelligence News and Discussions
Today on the AI Daily Brief, NLW covers two stories that may signal a major shift in the AI landscape: Yann LeCun's departure from Meta and Dr. Fei-Fei Li's new argument that spatial intelligence and world models—not just LLMs—will define the next era of AI, exploring what world models actually are, why some researchers think they're essential for robotics, science, and creativity, and how this connects to Meta's internal reorg. Plus in the headlines: Eleven Labs' celebrity voice marketplace, SoftBank's Nvidia liquidation, AMD's push to challenge Nvidia, Blue Owl's $3B Stargate investment, and the surprising surge in Meta AI traffic.Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. https://www.kpmg.us/AIpodcastsRovo - Unleash the potential of your team with AI-powered Search, Chat and Agents - https://rovo.com/AssemblyAI - The best way to build Voice AI apps - https://www.assemblyai.com/briefBlitzy.com - Go to https://blitzy.com/ to build enterprise software in days, not months Robots & Pencils - Cloud-native AI solutions that power results https://robotsandpencils.com/The Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Interested in sponsoring the show? sponsors@aidailybrief.ai
D.A. Davidson's Gil Luria talks with TITV Host Akash Pasricha about Apple's decision to delay the iPhone Air and its push toward a foldable device. We also talk with ARK Invest's Brett Winton about AI valuations and why he believes the AI bubble narrative is "flat wrong." The Information's Miles Kruppa provides exclusive details on Blue Owl's $3 billion investment in OpenAI's Stargate data center project and we get into Amazon Pharmacy's strategy, kiosks, and aggressive same-day delivery expansion with VP Hannah McClellan Richards. Lastly, we speak with Epidemic Sound CEO Oscar Höglund about the company's new generative AI Studio tool and the future of music copyright.Articles discussed on this episode:https://www.theinformation.com/articles/apple-delays-release-next-iphone-air-amid-weak-saleshttps://www.theinformation.com/articles/openais-stargate-project-gets-3-billion-blue-owl-investmentTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda
Send us a textIn this week's episode, we get into the Fed's 25 basis point rate cut, Powell's chaotic press conference before diving into Meta's creative data center financing which is a lesson on project financing and lease accounting, and finally the growing blur between public and private credit. The Fed's October meeting delivered the expected 25 bps cut but Powell's tone afterward left markets rattled. While announcing a pause in quantitative tightening, he hinted that December isn't a done deal, sparking confusion and volatility. Jen breaks down the mechanics behind QT, the Fed's balance sheet strategy, and why even subtle changes in how they handle T-bill reinvestments could ripple across the yield curve.Then we shift to earnings season and Meta's fascinating case study in project finance. Their $30 billion Hyperion data center project with Blue Owl blends corporate finance, lease accounting, and private credit innovation, raising questions about off-balance-sheet leverage, credit spreads, and who really wins in these structures. We wrap with thoughts on how every firm on Wall Street is morphing into everything else—private credit arms at hedge funds, PE firms doing lending, and why that might both dilute and amplify systemic risk. All that, plus Halloween costumes, pumpkin parades, and the realities of parenting in chaos. For 20% off Deleteme, use the code TWSS or click the link HERE! Shop our Self Paced Courses: Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERE Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice. (Learn more HERE)
Blue Owl Capital Co-CEO Marc Lipschultz discusses earnings after joining forces with Meta on AI dats centers as it continues to reinforce its long term pipline. Lipschultz spoke with Bloomberg's Dani Burger and Matt Miller.See omnystudio.com/listener for privacy information.
Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into digital infrastructure and how it powers the growth of artificial intelligence and other major trends in digitalization and electrification.We sat down in Blue Owl's NYC office with Matt A'Hearn, an asset management entrepreneur and executive at the firm.Matt is a Senior Managing Direct at Blue Owl and Head of Digital Infrastructure. He's responsible for leading the overall management of Digital Infrastructure, including strategy, investments, and portfolio management.Prior to joining Blue Owl, Matt was the Managing Partner and a Founder of IPI Partners, the predecessor firm to Blue Owl Digital Infrastructure. IPI was acquired by Blue Owl in 2024.Prior to founding IPI, Matt led the global investment banking practice in communications infrastructure at Moelis & Company.Matt and I had a fascinating and thought-provoking discussion about the future of digital infrastructure. We covered:The how and the why of digital infrastructure.Investing in data centers.The evolution of digital infrastructure.How to best partner with and serve the need of hyperscalers.The importance of power generation for AI. How there are different ways to approach gaining exposure to AI as an investment theme.Thanks Matt for coming on the show to share your wisdom and expertise in private markets and digital infrastructure.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Our Sponsor, Ultimus01:57 Welcome to the Alt Goes Mainstream Podcast02:05 Guest Introduction: Matt A'Hearn03:36 Evolution of Digital Infrastructure04:02 Founding IPI Partners04:15 Digital Infrastructure and AI05:35 Early Challenges in Data Center Investing06:13 Cloud Growth and Hyperscale Companies07:05 Partnerships with Hyperscalers08:07 Financing Hyperscalers10:14 AI and Cloud: A Generational Opportunity11:51 Supply and Demand Dynamics in AI13:21 Power and Infrastructure Challenges14:55 Site Selection and Power Considerations17:53 Scale and Capital Requirements22:32 Data Center Capacity Needs23:35 Investment Opportunities in Digital Infrastructure24:21 Blue Owl's Capital Strategy26:25 The Blue Owl Transaction26:35 Capital Needs in the Industry26:58 Feedback from Hyperscalers27:18 Joining Blue Owl27:51 Founding IPI28:50 Building the Firm30:38 Differentiating IPI31:36 Early AI Insights32:26 AI and Cloud Growth34:41 Investment Opportunities in Digital Infrastructure35:27 Risk-Adjusted Investment Strategies36:39 Underwriting Digital Infrastructure38:22 Capital Allocation in Tech Companies39:17 Meta and Data Center Development40:41 Alternative Asset Management in Tech41:45 Merging Investment Cultures43:19 Challenges and Opportunities43:53 Wealth Channel Expansion45:51 Evergreen Structures and Long-Term Investments50:50 Future of Digital InfrastructureEditing and post-production work for this episode was provided by The Podcast Consultant.
The NHL has inked an official partnership with Kalshi and Polymarket, marking the first time a major sports league has teamed up with prediction markets. Kalshi co-founder and CEO Tarek Mansour discusses his platform's sports volumes, potential regulatory issues, and competition with sportsbooks. Airbnb has launched new products and features to remake user vacations, and CEO Brian Chesky is just getting started. Chesky discusses the future of his company and the impact of AI. Plus, Netflix streamer numbers missed expectations, Mattel's Barbie sales are down, and Meta has partnered with Blue Owl on a data center. Tarek Mansour - 19:20Brian Chesky - 27:39 In this episode:Tarek Mansour, @mansourtarek_Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
En este episodio de VG Daily, Andre Dos Santos y Eugenio Garibay comienzan con el reporte trimestral de Netflix, que mostró un crecimiento sólido en ingresos impulsado por su segmento con anuncios, aunque un cargo fiscal en Brasil presionó las utilidades. Luego pasan a Amazon, que planea automatizar gran parte de su red logística durante la próxima década, evitando la contratación de hasta 600 mil empleados gracias al avance de la robótica y la inteligencia artificial. Los hosts discuten cómo este movimiento redefine el mercado laboral y la productividad del sector.El episodio abre un debate sobre el futuro de la búsqueda en internet, junto con la asociación entre Meta y Blue Owl para construir un megacentro de datos enfocado en inteligencia artificial, otro paso en la expansión de la infraestructura digital que sostendrá la próxima ola de innovación.
The President of Argentina joins CNBC as President Trump threatens to withhold economic help should Milei lose the upcoming midterm election. The U.S. recently announcing a $20 billion currency swap with Argentina. Then, Apple CEO Tim Cook visits China, while also trying to diversify the company's business outside the country. And do recent high profile bankruptcies signal trouble ahead for the credit market? One of the bigger players in the space is Blue Owl. Its Co-President joins the show to help answer that question. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ben and Tom discuss Meta's funding plan and various earnings.For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Discord Channel: https://discord.gg/pqKsMKp6SA LIVE today at 2 pm PT on Trader Merlin This Week's Highlights:
Future Proof, which holds one of the industry's largest wealth conferences, invited me to hold a live podcast earlier this year with Blue Owl Co-President and Global Head of Real Assets Marc Zahr. Marc is a pioneer in the real estate space, building Blue Owl into a market leader in the triple net lease strategy, a commercial real estate investment strategy that is becoming increasingly popular for real estate investors, tenants (think large corporates like Amazon, Walgreens, Dollar General), and investors alike.Blue Owl's Real Assets business has over $67.1B AUM, owning over 5,600 assets and partnering with over 800 tenants. Marc founded Oak Street, the predecessor firm to Blue Owl, in 2009 with $17M AUM. Listening to Marc talk about the evolution of his career, building Oak Street, and running Blue Owl's Real Assets platform, it's no surprise to see why Marc and the firm have had success. His “myopic focus … perfecting his craft,” as he discussed in our conversation, his clarity of vision, and his ability to so clearly articulate his investment strategy and market opportunity have led to tremendous success for Oak Street, and now, Blue Owl.Marc and I had a fascinating and thought-provoking discussion that covered everything from the evolution of his firm, how and why he sold Oak Street to Blue Owl, the market opportunity in triple net lease real estate investing, why data center investing is a large market opportunity, how to build a high-performing investment culture, and much more.We discussed:The story of how Marc built Oak Street from a $17M real estate investment firm and grew it into Blue Owl's $67B AUM Real Assets platform.Breaking down the triple net lease real estate investment strategy.Why the industry “isn't even in the first inning” in the $20T addressable market in triple net lease real estate investing.Why data centers are a “once in a generation opportunity” due to capex supply / demand imbalance.How a bigger platform can help an asset manager scale its business.Why an evergreen structure can make sense and the story of how Blue Owl did so well with its triple net lease product on a private wealth platform that the private bank created their own product.The hardest part of educating the wealth channel on real estate and evergreen structures.Why private wealth is the biggest opportunity in the future. The advice Marc would give to someone trying to build the next great asset manager.Thanks Marc for sharing your wisdom, expertise, and thoughtful and nuanced perspectives on private markets and real estate.
Welcome back to the Alt Goes Mainstream podcast.Today's episode is with someone who is running the long race — in investing and in running.We sit down with prolific long distance runner, Blue Owl Capital's Ivan Zinn, who has been a pioneer in alternative credit and asset-based finance.Ivan has had a long career in private credit. He started at DLJ before joining Leonard Green & Partners and Highbridge Capital. He then joined HBK before founding pioneering private credit firm Atalaya Capital Management, where he was also the CIO. Ivan and team grew Atalaya to over $10B in AUM from 2006 to 2024 before being acquired by Blue Owl Capital for $450M (and $800M with earnouts).As part of the transaction, Ivan became Managing Director at Blue Owl and is the Head of Alternative Credit, where the firm is now expanding its footprint due to Atalaya's expertise. Ivan is as prolific outside of the office as he is in it — he is a long distance runner, running 100 mile races, and was a NCAA All-American tennis player, which comes as no surprise given the discipline, focus and expertise required to excel at the activities he's done throughout his career in work and sport. He's also a Board member of the USTA Foundation.Ivan and I had a fascinating conversation about the evolution of private credit and the growth of asset-based finance. We discussed:How and why ABF has grown within the private credit ecosystem.ABF's market structure and a “trip down main street.”The potential size of the ABF market.Why moving assets off bank balance sheets can help the financial system.Why private credit is a data rich asset.Where ABF fits in a portfolio.Why consumer credit is potentially misunderstood within private credit.Thanks Ivan for coming on the show to share your wisdom and expertise on private credit and ABF. Good luck to anyone keeping up with you on a long run though!You can also see a recent Q&A with Ivan about private credit and ABF on AGM here.Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction and Message from our Sponsor, Ultimus01:57 Introducing Ivan Zinn03:49 Parallels Between Running and Business05:32 Early Days of Private Credit06:52 Post-GFC Changes in Private Credit07:31 Evolution of Atalaya's Business Model08:21 Growth of Asset-Based Finance09:38 FinTech's Role in Private Credit11:09 Importance of Stable Capital Sources21:09 Concentration Risks in Private Credit22:27 Defining Asset-Based Finance (ABF)22:53 Different Flavors of ABF27:43 Investor Exposure and Risk in Private Credit29:46 Direct Lending vs. Public Credit36:02 Consumer Credit and Perceived Risks37:36 Debunking the Cyclical Perception of Credit Risk38:22 The Utility of Credit Cards During Financial Crises38:44 The Resilience of ABS and Diversified Portfolios39:07 The Role of Data Science in Credit Analysis39:32 Surviving the GFC: A Benchmark for Credit Pools39:53 Diversification in ABF and Private Credit40:48 Selective Approach to Consumer Credit41:36 The Importance of Manager Selection in Credit Investing42:11 Private Market Transactions and Large Announcements42:40 The Journey from Atalaya to Blue Owl43:25 Challenges in Institutional Fundraising and Capital Formation44:20 The Need for Diverse Capital Sources45:43 Integration and Cultural Fit with Blue Owl46:16 The Role of Data Science and Innovation in Credit50:22 The Wealth Channel and Private Credit50:50 Private Credit as a Fixed Income Replacement52:34 Transparency and Market Structure in Private Credit55:55 Educating Investors on Private Credit57:48 The Evolution and Adoption of ABF01:00:15 The Growth of Private Credit Market01:01:28 Challenges and Opportunities in Private Credit01:03:45 The Importance of Scale in Credit Investing01:04:28 Vertical Integration in Financing01:05:26 Relentless Forward Progress in Credit Investing01:06:31 Memorable Investments and Risk-Reward Balance Editing and post-production work for this episode was provided by The Podcast Consultant.
In this episode of Inside the Rope, host David Clark sits down with Craig Packer, Co-President of Blue Owl Capital – a $140 billion powerhouse in private lending. From humble beginnings to one of the fastest-growing alternative asset managers globally, Craig shares the inside story behind Blue Owl's explosive rise, its strategy of targeting multi-billion-dollar private equity-backed companies, and how the firm is redefining the landscape of direct lending.
Doug Ostrover is the Co-Founder and CEO of Blue Owl Capital, a public company borne out of a merger combining Owl Rock Capital and Dyal Capital. Doug is also the CEO and Co-CIO of Owl Rock Capital Partners, a direct lender to middle-market companies that he co-founded in 2016 and today manages $30 billion in permanent capital assets. The combined Blue Owl manages approximately $53 billion in assets, over 90% of which is in permanent capital vehicles. Previously, Doug was one of the founders, and the O, in GSO Capital Partners, which today is Blackstone's alternative credit platform. He has been involved in leveraged finance working with private equity sponsors for thirty years. Our conversation covers Doug's beginnings in leverage financed, the founding of GSO, and keys to his early success. We then turn to the importance of culture, sourcing investment opportunities, the underwriting process, and working with both GPs and LPs. We close with Doug's perspective on the recent formation of Blue Owl and what the future holds for direct lending. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
James Clarke is the Global Head of Institutional Capital at Blue Owl, a leading public alternative asset manager with $270 billion in assets under management. James joined Doug Ostrover and Mark Lipschultz shortly after the firm's launch and has been instrumental in its explosive growth over the last eight years. Doug was a past guest on the show, and that conversation is replayed in the feed. Our conversation covers James' path to asset management, lessons he learned over a decade at PIMCO, equally powerful lessons from his subsequent, if less successful, stops, and the application of those lessons at Blue Owl. We discuss product knowledge, relationship development, balancing capital raising needs with long-term partnerships, the evolution of the institutional and wealth channels, the importance of transparency, and the benefits and challenges of scale. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
Blue Owl Capital co-CEO and co-founder Marc Lipschultz discusses the company's data center business, his excitement for The Stargate Project, a private-sector initiative to build AI infrastructure, and his views on packaged assets in the credit market. He is joined by Bloomberg's Scarlet Fu and Sonali Basak.See omnystudio.com/listener for privacy information.
Alicia Gregory, Managing Director at Blue Owl, an alternative asset manager, joins Kopi Time to walk us through private equity, a USD12trln asset class. Drawing on her extensive experience as a PE investor, Alicia begins by going over the genesis of the industry. We then go through a number of topics, including the structure of private equity investments, key investment strategies, PE’s track record relative to public equity markets, and the state of the PE cycle and the outlook for 2025. We also cover the PE secondary market, connection between private debt and private equity, PE’s foray into retail, and possible risks in PE investment. A deep dive indeed.See omnystudio.com/listener for privacy information.
Welcome back to the Alt Goes Mainstream podcast.We had a chance to sit down with Blue Owl Co-CEO Marc Lipschultz recently at their Nest Network Summit for RIAs and private banks in Laguna Beach.It was a perfect setting to discuss Blue Owl's incredible growth, which has been in part due to its unique and focused partnership with the wealth channel.Blue Owl is one of the industry's largest alternative asset managers and has charted an impressive growth path in the nine years since its founding. Blue Owl has scaled to over $250B of AUM and has proven to be one of the top firms at raising capital from the wealth channel.Marc is a private markets industry veteran who has been instrumental in building not just one, but two of the industry's biggest players.He spent over two decades at KKR, serving on the firm's Management Committee, and as the Global Head of Energy and Infrastructure after joining the firm as one of the first 20 employees. He then partnered with Blackstone GSO Founder Doug Ostrover and Goldman Sachs Partner and Co-Head of Leveraged Finance Craig Packer to co-found Owl Rock Capital Partners, the predecessor firm to Blue Owl's Credit platform. Owl Rock combined with Dyal Capital Partners to become the publicly traded entity Blue Owl in May 2021 and has since grown to over $250B in AUM and $2.2B in revenue.Owl Rock and now, Blue Owl's, flight is emblematic of the evolution of alternative asset managers. Marc and I had a fascinating conversation. We discussed: How Blue Owl's growth highlights trends that have propelled alternative asset management into the mainstream.Why scale matters.Their focus on private credit, data centers, and digitalization.Their focus on private wealth. The power of permanent capital.Thanks Marc for coming on the show to share your wisdom and expertise in private markets.You can also see a recent Q&A with Marc on AGM here.A number of the themes discussed by Marc in the podcast and Q&A appear in Blue Owl's 2025 Market Outlook. You can read Blue Owl's 2025 Market Outlooks across Credit, Real Estate, and GP Strategic Capital, where their teams outline themes that are top of mind and how it will impact their respective sectors.Show Notes00:00 Welcome to the Alt Goes Mainstream Podcast00:42 Interview with Marc Lipschultz00:57 Blue Owl's Growth and Success01:10 Marc's Background and Career03:20 Marc's Journey at KKR03:31 The Early Days of Private Markets05:18 Building Owl Rock and Blue Owl05:45 Growth at KKR and Blue Owl06:17 Lessons from KKR07:21 Serving Investors and Delivering Results08:29 Operationalizing Culture09:42 Serving Investors with Excellence10:04 Focus on the Wealth Channel10:25 Democratization of Alts11:54 Building a Firm to Serve Individuals13:41 Building a Scalable Firm16:23 Unified Wealth Platform18:42 Balancing Customization and Scale23:48 Brand and Trust in Private Markets26:27 Opportunities in Private Markets28:38 Acquisition of IPI and Strategic Growth28:53 The Role of Scale in Private Markets31:10 Growth and Competition in Private Credit32:19 Challenges in Moving from Base to High-End Markets32:30 Meeting the Needs of Large Borrowers32:38 Market Dynamics and Spread Variations33:03 High-End Market Realities33:31 Cost of Capital and Borrowing Limits34:28 Predictability, Privacy, and Partnership35:12 Natural Market Boundaries35:41 Secular Trends in Private Credit35:43 The One-Stop Shop Concept36:10 Risk Management in Credit36:15 Concentration Risks in Credit vs. Equity37:01 Maintaining Low Loss Rates37:40 Impact of Capital on Credit Performance38:25 Durability of Large Companies39:44 Private Financing Trends40:28 Strategic Business Orientation40:52 Growth Trends and Market Focus41:46 Skating to Where the Puck is Going46:48 Permanent Capital and Business Strategy50:19 Building a Purpose-Built Firm52:51 Lessons from the Washington Commanders and Tampa Bay Lightning53:15 The Role of Culture in Business and Sports55:13 Intentionality and Good Fortune55:52 Commitment to Culture and Values57:04 People as the Core of Success57:46 Wrapping Up the Conversation and Closing Remarks Editing and post-production work for this episode was provided by The Podcast Consultant.
In today's episode, Shawn O'Malley (@Shawn_OMalley_) breaks down Blue Owl Capital (ticker: OWL), an emerging giant in the world of alternative asset management that specializes in private credit. Blue Owl has quickly grown its assets under management to over $230 billion and is one of the few SPACs from 2020 to work out, yet Shawn explores whether the company is a good investment at current prices. In today's episode, you'll learn how Blue Owl was born out of several mergers, how the private credit legend Doug Ostrover has built an extremely high-quality asset-management business with 91% permanent capital, why private asset classes have become so popular in recent years and whether that growth is sustainable, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 05:11 - How Blue Owl was born out of a merger with Dyal Capital and a SPAC. 05:11 - What the business model for an alternative asset manager looks like. 11:49 - Why alternative investing has ballooned in recent years and whether that growth is sustainable. 29:49 - Why Blue Owl's permanent capital base is so attractive. 36:23 - How Blue Owl has continued to grow its assets under management through acquisitions. 59:04 - How to untangle Blue Owl's convoluted corporate structure. 01:03:42 - Why financial services businesses are especially opaque and hard-to-value. 01:08:17 - Whether Shawn adds Blue Owl to The Intrinsic Value Portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. The Financial Times' article on Michael Rees of Dyal Capital. Capital Allocators podcast with Douglas Ostrover. Chris Panagiotu was my financial-advisory scuttlebutt contact for Blue Owl — checkout his podcast on financial planning. Ohio State study on private credit returns. See here on how to attend the 2025 Berkshire Hathaway shareholder's meeting and meet-ups with The Investor's Podcast Network Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Netsuite Shopify TurboTax Public Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Andy Roddick and Jon Wertheim sit down before the 2025 Australian Open for one of our favorite traditions: the Draw Special. Andy and Jon go through the ENTIRE draw to find out who they predict will be the winners this year's Australian Open. Who do you think is going to win the AO? What are your upset picks for this year? Let us know in the comments below! Served is brought to you by Blue Owl Capital. The Center court of investing. Blue Owl is redefining alternatives and sponsoring players at the Australian Open who are redefining the game. Learn more at blueowl.com/investing Learn more about your ad choices. Visit podcastchoices.com/adchoices
Blue Owl Capital co-CEO Marc Lipschultz sees private markets as a “critical part of the future” and discusses increased competition and higher-for-longer interest rates. He speaks with Sonali Basak from a Goldman Sachs Group Inc. conference.See omnystudio.com/listener for privacy information.
"Retired from Sugaree, but not retired from baking," declares George. Just in time for the holiday season, pie expert Pat Rutherford-Pettine, former owner of Sugaree Baking Company, joins the podcast to share her secrets to baking the perfect pie. Whether you're a beginner or a seasoned pro, Pat has tips for everyone. Here's what you'll learn: The secret to great pie dough Why quality ingredients matter—and where to find them in St. Louis The best pie pans: which material works best? Mastering pie fillings: the keys to perfect fruit pies and what to avoid with pumpkin pie and pecan pie The best pie for novice bakers to start with And if baking still feels too daunting, hosts George Mahe and Cheryl Baehr share their picks for the best pies around town. Tune in and get ready to "wow" your friends and family this holiday season! Listen and follow Arch Eats on Apple Podcasts, Spotify, YouTube, or wherever podcasts are available. This episode is sponsored by The Train Shed. The pop-up cocktail experience Sleigh Shed returns this holiday season through December 31 as Train Shed at Union Station transforms into a glittering holiday destination! Reserve your seat at trainshed-stl.com. Have an idea for a future Arch Eats episode? Send your thoughts or feedback to podcasts@stlmag.com. Hungry for more? Subscribe to our Dining newsletters for the freshest coverage on the local restaurant and culinary scene. And follow George (@georgemahe) and SLM on Instagram (@stlouismag). Interested in being a podcast sponsor? Contact Lauren Leppert at lleppert@stlmag.com. Mentioned in this episode: Frank & Helen's Pizzeria: 8111 Olive, University City, 314-997-0666. Brasas: 6138 Delmar, Delmar Loop, 314-256-1937. Sugaree Baking Co.: 1242 Tamm, Clayton-Tamm, 314-645-5496. Pint Size Bakery: 3133 Watson, Lindenwood Park, 314-645-7142. The Blue Owl: 6116 Second, Kimmswick, 636-464-3128. Helfer's Pastries: 380 Saint Ferdinand, Florissant, 314-837-6050. Federhofer's: 9005 Gravois, Affton, 314-832-5116. Edera: 48 Maryland, Central West End, 314-361-7227. La Bonne Bouchée: 12344 Olive, Creve Coeur, 314-576-6606. Sugarfire Pie: 9200 Olive, Olivette, 314-736-6300. Mauki's Bakery & Country Store: 1730 South 8th, Soulard, 314-202-8106. Pie on the Fly: 614 N Main, O'Fallon, MO, 636-294-3300. The Parkmoor: 220 W Lockwood, Webster Groves, 314-938-5554. Smokehouse Market: 16806 Chesterfield Airport, Chesterfield, 636-532-3314. Cravings: 8149 Big Bend, Webster Groves, 314-961-3534. You may also enjoy these SLM articles: Where to order Thanksgiving dinner in St. Louis Arch Eats Podcast: Turkey Tips & Thanksgiving Wine Pairings More episode of Arch Eats See omnystudio.com/listener for privacy information.
Blue Owl Capital co-CEO Marc Lipschultz discusses the firm's third-quarter results that matched analyst estimates, integrating recent acquisitions, and adjacencies in public and private markets. He is joined by Bloomberg's Sonali Basak.See omnystudio.com/listener for privacy information.
Welcome back to the Alt Goes Mainstream podcast.Today's podcast illustrates just how far private markets have come. We dive into the world of GP stakes with Sean Ward, Senior Managing Director from Blue Owl's GP Strategic Capital Platform, where he was a founding partner and is responsible for helping to oversee the firm that has done the lion's share of GP stakes investing.Blue Owl's GP Strategic Capital business, which started out as Dyal Capital Partners, has accounted for over 61% of the total capital raised in the GP stakes space, closing on over $33.3B across their 7 funds and managing $57.8B AUM. They've taken minority ownership stakes in many of the industry's leading alternative asset managers, accounting for 85%+ of all GP stakes deals $600M or greater in size.Sean is a Senior Managing Director of Blue Owl Capital, Inc. and a member of the firm's Board of Directors. He also serves as a member of the GP Strategic Capital Investment Team. Prior to joining Dyal Capital Partners, the predecessor firm to Blue Owl's GP Strategic Capital platform, Sean was a Vice President at Lehman Brothers and held several roles at Neuberger Berman after it became an independent firm, including Senior Counsel for Neuberger's alternatives business. Sean was also a lawyer at Covington & Burling LLP and Davis Polk & Wardwell LLP.Sean and I had a fascinating conversation about the evolution of private markets through the parallel evolution of the GP stakes space. We discussed:The early days of the GP stakes industry.What it was like to convince GPs and LPs why stakes made sense.How the $1B GP commitment by Bain Capital in their fund post-GFC really opened everyone's eyes to the need to tap into financing as firms grew their fund size and their business.A “cash in” rather than a “cash out.” Why GP stakes investing is mainly about positive selection since managers are choosing to sell a stake in their business.How alternative asset management has evolved as a business.How GP stakes investments have elements of bond-like coupons from cashflows due to management fees and option value from the upside of carry.Why GP stakes investments are “the most diversified single line item investment one can make in private markets.”Where allocators bucket GP stakes investments.What makes a great GP stakes investor.The power of permanent capital.The different paths to liquidity in GP stakes investments.Thanks Sean for coming on the show to share your views and wisdom on private markets. We hope you enjoy.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction and Sponsor Message01:17 Podcast Opening and Theme02:00 Guest Introduction: Sean Ward from Blue Owl GP Strategic Capital04:21 Sean Ward's Career Journey05:14 The Evolution of GP Stakes Investing06:23 The Start of GP Stakes at Blue Owl06:57 Raising the First Fund07:09 The Growth of Blue Owl's GP Stakes07:31 The Importance of Legal Background in GP Stakes09:48 Convincing LPs and GPs11:14 The Importance of GP Commitments15:23 Strategic Value Beyond Capital24:45 Succession Planning in Private Equity26:02 Impact of Market Conditions on GP Stakes29:26 Underwriting and Returns in GP Stakes36:33 Cash Flow and Diversification in GP Stakes Investments37:48 Understanding the Trade-offs in GP Stakes Investing38:35 Narrow Distribution of Potential Outcomes40:09 The Importance of Diverse Professional Backgrounds40:45 Collaborative Partnerships in GP Stakes41:34 Traits of a Great Alternative Asset Manager43:49 The Next Frontier: Private Wealth45:13 Middle Market Strategy and Partnerships49:34 The Evolution and Future of Private Markets53:19 Liquidity in GP Stakes Investments58:26 The Power of Permanent Capital01:00:28 Is GP Stakes Better Than SaaS?01:02:43 Exemplary Models for Growth in Asset Management01:05:47 Conclusion and Final Thoughts
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