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Show Notes
Blue Owl, a name we’ve gotten to know for all the wrong reasons, has been forced to come clean after getting sued by pretty much every class action securities lawyer in America, not only into admitting there was a wave of withdrawals but also promising to accommodate them over and above what it normally would. Not only does that further confirm the First stage of the credit cycle reverse, it actually sets up the second stage. In this video, we’re going to cover where everything in the credit cycle stands and and more importantly what it all means.
Eurodollar University's Money & Macro Analysis
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EDU LIVE PRESIDENT'S DAY FEBRUARY 2026
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026.
To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page
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Bloomberg Publicly Traded Private-Credit Funds Set for Worst Year Since 2020
https://www.bloomberg.com/news/articles/2025-12-29/publicly-traded-private-credit-funds-set-for-worst-year-since-2020
Bloomberg Blue Owl BDC Allows 17% Redemptions as Investors Storm Exit
https://www.bloomberg.com/news/articles/2026-01-07/blue-owl-bdc-allows-for-17-redemptions-as-investors-storm-exit
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU