The Compound and FriendsPrivate Credit Is the Fuse, Insurance Companies Are the Bomb with Nick Nemeth

Are Redemptions Smart Money?

16:54–18:44 · 109s

Reacting to Blue Owl’s 41% redemption requests, Nick argues early redeemers are acting rationally and outlines why selling pressure worsens remaining portfolio NAVs.

We value your privacy

We use cookies to understand how you use our platform and to improve your experience. Click "Accept All" to consent, or "Decline non-essential" to opt out of non-essential cookies. Read our Privacy Policy.