EPISODE · Apr 18, 2026 · 16 MIN
When Credit Managers Stop Believing Their Own Bets
from Edge Capital Insights · host Sloane
Blue Owl Capital's co-CEOs just unwound $700M in personal leverage secured against their own company stock—right as private credit faces its first real default cycle. This isn't housekeeping. When the architects of a $239B alternative asset machine start betting against their own conviction, it sign
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When Credit Managers Stop Believing Their Own Bets
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