Bloomberg Talks Blue Owl Capital Co-CEO Marc Lipschultz Talks Market Climate
May 1, 2025
Marc Lipschultz, Co-CEO and co-founder of Blue Owl Capital, shares insights on the company's innovative data center business and his excitement for The Stargate Project, aimed at enhancing AI infrastructure. He discusses how Blue Owl's diversified model sets it apart from tech stocks, particularly in the context of growing demand for data centers. The conversation also highlights the changing dynamics in credit markets and how strategic partnerships are crucial for stability, even during economic uncertainty.
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Blue Owl's Resilience in Uncertainty
- Blue Owl's business model focuses on downside protection, predictability, and stability during economic uncertainty.
- Their private credit and real asset products thrive in tough markets due to long-term leases with investment-grade counterparties.
Undervalued Strength vs. Tech Stocks
- Blue Owl is more diversified and offers higher growth with a stable, predictable model than many tech companies.
- Market fear causes their stock to be undervalued, but investors can find strong dividend yield and fee-driven growth.
Strong Data Center Demand
- Data center demand is strong due to supply-demand imbalance and technical skill barriers.
- Blue Owl has a competitive edge with 1,000 operational staff to design and run AI-supporting data centers.