EPISODE · Feb 20, 2026 · 8 MIN
Blue Owl Just Closed The Gate On Investors...
from Wall Street Truthbombs Podcast · host Wall Street Truthbombs
Blue Owl Capital just sold $1.4B of loans at 99.7 cents on the dollar — and permanently halted redemptions in its OBDC II private credit fund.Not a fire sale.Not a collapse. But the gate is officially closed.Private credit has exploded from $2T to over $3T in just a few years, with projections pointing toward $5T by 2029. The yields looked attractive. The distributions felt steady. But the liquidity mechanics were always there — in the documents, in the fine print, in the architecture.This isn’t panic. It’s structure meeting reality.In this video, we break down:Why the 99.7¢ sale mattersWhat redemption caps really meanThe retail vs. institutional liquidity mismatchWhether this is “cockroach” territoryHow to size private credit properlyTruthbomb: The yield wasn’t the reward. It was the price of admission.Subscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1Support the show
What this episode covers
Blue Owl Capital just sold $1.4B of loans at 99.7 cents on the dollar — and permanently halted redemptions in its OBDC II private credit fund. Not a fire sale.Not a collapse. But the gate is officially closed. Private credit has exploded from $2T to over $3T in just a few years, with projections pointing toward $5T by 2029. The yields looked attractive. The distributions felt steady. But the liquidity mechanics were always there — in the documents, in the fine print, in the architecture. T...
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Blue Owl Just Closed The Gate On Investors...
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