Bloomberg Talks
Blue Owl Co-CEO Marc Lipschultz Talks Private Markets; Interest Rates
Dec 11, 2024
Marc Lipschultz, Co-CEO of Blue Owl Capital, dives into the evolving landscape of private markets. He emphasizes the critical role these markets will play in the future, particularly amid rising competition and sustained high interest rates. Lipschultz discusses the implications of recent acquisitions and the shift of major firms like BlackRock towards alternative credit. He highlights potential growth areas in direct lending and digital infrastructure while addressing the impact of inflation on the economy, showcasing a blend of caution and optimism.
09:17
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Quick takeaways
- Marc Lipschultz emphasizes the growing importance of private markets for future growth amid increasing competition and prolonged high interest rates.
- Blue Owl Capital's strategy focuses on scaling and diversifying into alternative credit solutions, particularly within the digital infrastructure sector.
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