Blue Owl's Lipschultz on Rates, Strategy, Evergrande

The video discusses the effects of low interest rates on asset prices, highlighting concerns about market complacency and potential shifts. Blue Owl's strategy is examined, showing how it benefits from both low and rising rates. The competitive landscape in private credit is explored, along with the impact of Evergrande on global risk perception. Finally, the video highlights the strong demand for tech-focused private equity.

What risks are associated with the complacency in the market?

How does the speaker view the competition in the alternatives business?

What is the current trend in private equity investment according to the discussion?