Blue Owl Execs Bought Stock as Private-Credit Worries Hit Firm’s Funds
Julian Klymochko, the president of AccelerateFT, a Canadian financial services company, called the Blue Owl purchases an example of “putting your money where your mouth is.”
Sentiment Momentum
Financial Times
December 17, 2025
December 17, 2025
Apollo took bearish software view with bets against corporate debt
Private capital giant shorted loans and cut exposure to sector amid concerns over threat from AI
Investors are scrambling for portfolio alternatives. A CIO urges caution — especially with private credit
Interest in private markets and other alternatives is growing as markets grow more concentrated. Mercer’s Niall O’Sullivan said investors should be careful.
Blue Owl Executives Bought $130 Million of Company Funds as Prices Fell – TipRanks.com
Worries are growing about private credit.
DMI Alternatives closes $120 Mn capital for private credit fund
With structural reforms, robust domestic consumption, and an increasing allocation of both domestic and global capital toward India-related investments, private credit is becoming an essential area of focus.
Mubadala Backs Private Credit Bets After Plowing in $20 Billion
Abu Dhabi’s Mubadala Investment Co., one of the region’s most prolific private credit players with a $20 billion portfolio, said its bets were holding up well and batted away concerns over structural...
Is Carvana One of the “Cockroaches” Jamie Dimon Just Warned Us About?
During JPMorgan Chase‘s (NYSE:JPM) third-quarter earnings call, CEO Jamie Dimon dropped a stark warning about hidden risks in the private credit markets. Discussing the recent bankruptcy of subprime auto lender Tricolor Holdings,...
The Banker
December 2, 2025
December 2, 2025
No new ‘cockroaches’ as BDCs defy private credit stress fears
Analysts say concerns of widespread defaults across business development companies were premature
Private credit has invested in over-levered companies hence pullback, says MB Global’s Maria Boyazny
Maria Boyazny, MB Global Partners founder, joins ‘Power Lunch’ to discuss the risks facing the private credit market, what’s happening in the market and much more.
The Private Credit Sales Pitch Is Getting Much Tougher to Make
Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it’s us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most...