How should I be positioned? with Marc Lipschultz (Blue Owl) & Jason Draho (UBS CIO)

Our first episode of the year features Marc Lipschultz, Co-CEO of Blue Owl Capital, and Jason Draho, UBS CIO Head of Asset Allocation Americas. Marc and Jason exchange thoughts on how AI infrastructure and data center investments are being financed, along with how investors should think about AI-bubble risk. Plus, thoughts on the macroeconomic environment, overall investment risks, and where opportunities exist across private markets and private credit. Host: Daniel Cassidy