Kinda funny that the two stories dominating my X feed are: 1. Needing to take 5% of net worth from billionaires to prop up government spending 2. Fraudsters brazenly taking billions of dollars of taxpayer money with little being done to stop it

I usually stick to jokes, but this Don Lemon stuff crossed a line if Don Lemon can get arrested, imagine what the next democrat president might do what if they arrest Steve Bannon? or Rudy Giuliani? or even Donald Trump?

Blue Owl just announced the sale of $1.4 billion of private credit loans (including, gasp, software loans!) to a group of institutional investors at 99.8% of par value. Meanwhile, its BDC prices imply its loan book at 73-78% of par value. $OBDC $OTF

$OWL returning 30% of NAV to OBDC II shareholders and people are still calling it a ponzi lol

To be clear, the fund being referenced is *not* an interval fund, it is a BDC. This may seem like splitting hairs because they are both lumped together as evergreen/semi-liquid fund structures, but there are important distinctions - much in the same way there are meaningful

Hasn’t his team been complaining about private credit and BDCs on here for weeks? This is economically no different than if $OWL merged the private fund into the public fund, which was bad for investors.

This whole time i thought Kieran Goodwin was spreading FUD. Funny maybe he'll finally shut the fuck up #notcountingonit

EPIC Radio returns. 5th March 2026

The irony of all the noise in private credit is that as flows slow down or even reverse… risk adjusted returns improve with the wherewithal to stay in the game. $OWL $Ares $Apo $bx $kkr $cg $tpg

I said it before and I’ll say it again, Eric Prydz is the greatest electronic producer of all time.

Such a troll. He knows the answer.

Bad take. Investors signed up for 5% quarterly liquidity in exchange for higher returns in a less liquid asset class and there’s no reason they shouldn’t have to live with it, lmao

We really shouldn’t laugh at this, because this is essentially what the democrats did with Biden 😭🤣

the same people spreading fear, uncertainty, doubt calling for a crisis over private credit are the same people criticizing the fund redemption limits/gates...which coincidentally is going to prevent the crisis they are calling for

Lmao all the value bros dunking on quality / harp investors. Acting like value hasn’t dragged ass for 15 years

It’s so odd to see the former mayor of the most gay-friendly city in America, San Francisco, use homosexuality as a slur. Weird!

Unacceptable wait times at Chase, bank is full with clients and there are no bankers here.

Viktor Orban didn’t cancel any elections and never arrested people for social media posts. He also stepped down after his election loss and is partaking in a peaceful transfer of power. But, don’t forget, he was a dictator. Keir Starmer attempted to cancel about 1,000 local

gona be wild how many people are saying it was obvious when $OWL is $27