Episode Details

This video is a clip from BND: Strategy Room Live Stream on September 12, 2026. Private Credit favorites Blue Owl and Jefferies face new issues. Jefferies is staring down a potential $500 million loss from Radiant World. Blue Owl Capital cut the value of its loans to Loparex to near zero. In addition, the current oil shock is testing Private Credit borrowers with high debt loads. Smaller borrowers are seeing rising defaults. The episode reviewed articles from Reuters, Seeking Alpha, CNBC, and The Business Journals.