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Marc Lipschultz

Co-Chief Executive Officer, Blue Owl Capital Inc.

Search every verified Marc Lipschultz interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Marc Lipschultz, co-founder and co-CEO of Blue Owl Capital, has been active in media appearances discussing the firm's growth and the broader private credit market. In late 2025 interviews, he addressed concerns about the private credit industry, describing them as "overblown" and "mass hysteria," and stated that the firm's portfolio companies are healthy. He also discussed Blue Owl's expansion into individual investor access through products like the Blue Owl Alternative Credit Fund, which aims to provide retail investors with access to private credit strategies previously reserved for institutions. Lipschultz has emphasized the firm's focus on downside protection and stability, noting that Blue Owl's direct lending business operates with long-dated capital and low loan-to-value ratios. Lipschultz has also spoken extensively about the firm's data center business and its role in financing AI infrastructure. He highlighted Blue Owl's partnership with Stargate, a private-sector initiative to build AI infrastructure, and noted that the firm's data center funds are largely committed to investment-grade tenants like Microsoft and Amazon. He has described the demand for data center capacity as measured in trillions and positioned Blue Owl as a provider of capital for this buildout. Additionally, Lipschultz has commented on interest rates, stating that he expects a "higher for longer" environment and that this is favorable for Blue Owl's floating-rate lending products. He has also discussed the democratization of private markets, advocating for a gradual approach to expanding retail access, and has mentioned the firm's plans for continued growth through scaling, innovation, and diversification.

Recent appearances

  • Blue Owl Capital Q2 2026 Earnings Call | Direct Lending Fee-Related Earnings Expansion Solid

    July 31, 2026 · 📺 i101

    Blue Owl Capital Q2 2026 Earnings Conference Call. Twitter - https://x.com/i101yt If you find our work useful, please support us by purchasing a Super Thanks— it truly helps us a lot. #earningscall #StockMarketNews #conferenceCall Earnings Call | Earnings Conference Call | Earnings concall | concall | quarterly results | Stock News | Full Year results | Fiscal Year results | investment news | stock latest news | Annual Meeting of Shareholders | Annual Meeting of Unitholders | Special and Annual Meeting of Shareholders | AGM | Annual General Meeting If you want us to remove your company's…

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  • Billionaire Marc Lipschultz Talks Access To Private Markets, And The Real Opportunity To Win In AI

    November 19, 2025 · 📺 Forbes

    In this conversation with Editor-At-Large Maneet Ahuja, Marc Lipschultz, Co-CEO of Blue Owl, outlines the principles behind Blue Owl's approach to giving individual investors access to the same private credit and investment strategies previously reserved for institutional investors. Subscribe to FORBES: https://www.youtube.com/user/Forbes?s... Fuel your success with Forbes. Gain unlimited access to premium journalism, including breaking news, groundbreaking in-depth reported stories, daily digests and more. Plus, members get a front-row seat at members-only events with leading thinkers and d…

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  • Blue Owl Capital’s Marc Lipschultz & Axios’ Dan Primack

    November 19, 2025 · 📺 Axios

    Axios business editor Dan Primack speaks to Blue Owl Capital co-CEO and co-founder Marc Lipschultz at Axios BFD: New York 2025.

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  • Blue Owl Capital Inc OWL Q3 2025 Earnings Call

    November 03, 2025 · 📺 Fyfull

    --------- Blue Owl Capital Inc OWL Q3 2025 Earnings Call --------- In this video, we’ll cover the latest quarterly earnings results, key financial metrics, and business highlights from the most recent reporting period. 🔔 Don’t forget to subscribe and follow us on X for more updates: https://x.com/Fyfull2 Disclaimer: This video includes segments from official corporate earnings calls and presentations, used for educational and informational purposes under fair use (Section 107, U.S. Copyright Act). No affiliation or endorsement by the companies mentioned is implied. All content rights rema…

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  • Blue Owl's Lipschultz Says Private Credit Ecosystem Is Very Healthy

    October 31, 2025 · 📺 Bloomberg Television

    Blue Owl Capital Inc. co-chief executive officer Marc Lipschultz says concerns about the private credit industry are overblown and wealth flows are accelerating. He says investors are seeing "through the noise" and "mass hysteria." He also says the firm's portfolio companies are very healthy and technology is making some more productive. He speaks on "Bloomberg Open Interest." -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.b…

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  • We're going to be in a higher rate environment for longer, says Blue Owl co-CEO Marc Lipschultz

    September 03, 2025 · 📺 CNBC Television

    Marc Lipschultz, Blue Owl co-CEO, joins 'Squawk Box' to discuss the interest rate environment, state of the economy, President Trump's attempted firing of Fed Governor Lisa Cook, broadening access to private markets in retirement plans, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From marke…

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  • Marc Lipschultz, Co-CEO, Blue Owl - how to skate to where the puck is going

    July 09, 2025 · 📺 Alt Goes Mainstream (AGM)

    Original Publish Date: 03/13/2025 Alt Goes Mainstream recently had a chance to sit down with Blue Owl Co-CEO Marc Lipschultz recently at their Nest Network Summit for RIAs and private banks in Laguna Beach. It was a perfect setting to discuss Blue Owl’s incredible growth, which has been in part due to its unique and focused partnership with the wealth channel. Blue Owl is one of the industry’s largest alternative asset managers and has charted an impressive growth path in the nine years since its founding. Blue Owl has scaled to over $265B of AUM and has proven to be one of the top firms at…

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  • This is an excellent environment for Blue Owl, CEO says

    June 16, 2025 · 📺 Fox Business

    Blue Owl co-founder and CEO Marc Lipschultz unpacks the mission of the business on 'The Claman Countdown.' #foxbusiness #economy #usa #fox Subscribe to Fox Business: https://bit.ly/2D9Cdse Watch more Fox Business Video: https://video.foxbusiness.com Watch Fox Business Network Live: http://www.foxnewsgo.com/ FOX Business Network (FBN) is a financial news channel delivering real-time information across all platforms that impact both Main Street and Wall Street. Headquartered in New York — the business capital of the world — FBN launched in October 2007 and is one of the leading business netwo…

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  • Blue Owl co-CEO on $15B data center push and venture and AI growth

    May 21, 2025 · 📺 CNBC Television

    Marc Lipschultz, Blue Owl co-CEO, joins 'Money Movers' to discuss its data center venture and partnership with Crusoe and Primary Digital Infrastructure.

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  • Blue Owl's Lipschultz on Market Climate, Data Centers

    May 01, 2025 · 📺 Bloomberg Television

    Blue Owl Capital co-CEO and co-founder Marc Lipschultz says the company is built for the current market environment. Speaking on Bloomberg Television, Lipschultz also discusses the company's data center business, his excitement for The Stargate Project, a private-sector initiative to build AI infrastructure, and his views on packaged assets in the credit market. Sign up for the Wealth newsletter, a guide to your money, delivered weekly: https://bloom.bg/3R5A4Ue -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any vi…

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  • How to Invest in Private Credit: Blue Owl Co-CEO Marc Lipschultz

    March 05, 2025 · 📺 Bloomberg Podcasts

    Marc Lipschultz, Co-CEO of Blue Owl Capital, discusses the growth of private credit, banking regulation, and what sectors are driving demand for alternative financing. He speaks with Bloomberg's Alix Steel and Paul Sweeney from the Bloomberg Invest conference in New York City. -------- Watch Bloomberg Radio LIVE on YouTube Weekdays 7am-6pm ET WATCH HERE: http://bit.ly/3vTiACF Follow us on X:   / bloombergradio   Subscribe to our Podcasts: Bloomberg Daybreak: http://bit.ly/3DWYoAN Bloomberg Surveillance: http://bit.ly/3OPtReI Bloomberg Intelligence: http://bit.ly/3Yr…

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  • Blue Owl's Lipschultz Says Private Credit in Mid-Innings

    February 06, 2025 · 📺 Bloomberg Television

    Blue Owl Capital co-CEO Marc Lipschultz discusses the company's agreement to buy up to $2.4 billion of consumer loans from Pagaya Technologies and the outlook for the private credit market and AI investments. Speaking with Vonnie Quinn, Lipschultz says, "We have all the pieces we need for the chessboard" when asked about the firm's acquisition strategy. Sign up for the Wealth newsletter, a guide to your money, delivered weekly: https://bloom.bg/3R5A4Ue -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from…

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Verified interview transcripts

Notable quotes

“So, the huge shift let's start maybe with unpacking why is there a huge shift. So why are private markets growing and the number of companies for example in public markets shrinking? Well, first of all, let's start with the diagnosis. The diagnosis is there's something about the durability, predictability, the partnership. I we like to call it the three Ps for example of direct lending. And quite literally it is that”

“So, democratization of alternatives, you know, either could be taken as two highbrow a term or exactly right, which is to say it's about broadening access to these products. And let's be a little more colloquial about it. It's sort of private investment strategies that can be a great part of an investment portfolio as that has been the case for institutions for decades now. You know, I started my career in alternativ”

“So the risk in the way we do it so this so first of all everyone on earth is going to talk about data centers and you're going to read stories and I'll say this with like appropriate irony you know the more noise people want to make about the data center sector they ought to have at it because it's just making more opportunity for us in this arena we do a very particular thing remember in real estate at large we have”

“Well, we take it in layers. Let me start with the thing I can speak the most directly to which is Blue Owl. And our credit is our credit's in outstanding condition. Our portfolios are in outstanding condition. ... So you know ironically you know the thing is we do know. Now, let's again, let's accept that fraud could happen to anybody. Like, I'm not pointing fingers. Thankfully, we haven't experienced that problem. I”

“So here's the really encouraging part about the wisdom of what you call retail investors, individuals taken together, I think there's a propensity to want to either sort of people say, oh, they don't understand, there's this incredible wisdom in the individual investor world and by the way, they're advised by really strong people, right? The financial advisors at the Merrills and the Morgan Stanleys and the JPMorgans”

“So I would decompose the question of kind of yields returns into three components, right? One, of course, is credit quality first and foremost. At the end of the day the most important thing is that you're making good loans and getting paid back. So we want a very healthy ecosystem and we have a very healthy ecosystem. We really do. And we can certainly come back to that. So credit quality is excellent in our book an”

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