Marc Lipschultz, Co-CEO of Blue Owl Capital, and Jonathan Guilford, Breaking Views Associate Editor, discuss the intriguing dynamics of the private credit market. They reveal how non-bank lenders, with $2 trillion in assets, are reshaping the industry while facing rapid consolidation. The conversation dives into the evolution of private credit, the critical role of direct lending post-COVID, and the challenges of managing large asset bases. They also emphasize the importance of transparency and the democratization of investment opportunities for individual investors.
