Appears On
Episode Appearances
Animal Spirits Podcast · Feb 25, 2026
Everyone Hates AI (EP. 453)
“Blue Owl CEO; defensive on earnings call; said 'facts matter' repeatedly; stock down 60%; likely won't survive”
AI Job Displacement and White-Collar Labor Market DisruptionTech Stock Valuation and Market Rotation DynamicsPrivate Credit Crisis and Blue Owl Redemptions
View Analysis