About this episode
Credit Crisis Stage 2 has been observed. Stage 1 is when money flows out of a bubble but is roughly still balanced meaning some uncomfortable fund managers but no big consequences like forced selling. Stage 2 is when that balance unbalances leading to bigger problems like forced selling. Today, we got confirmation of forced selling for the first time...and a LOT more. --------------------------------------------------------------------------This is the kinds of material we've been covering - at length and in depth - at Eurodollar University in our Deep Dive Analysis and memberships. It's the background, the core concepts, the unique insight that allows us to not just stay on top of everything, but actually understanding what's going on and why to then anticipate roughly where the markets, the economy, the entire world is heading. EDU's Memberships and Subscriptions. Go from getting blindsided by the markets to reading the eurodollar signals weeks before they hit. Try it all risk-free for 14 days.https://web.eurodollar-university.com/eurodollar-vsl-page-a--------------------------------------------------------------------------Blue Owl Halts Redemptions on Private Credit Retail Fundhttps://www.bloomberg.com/news/articles/2026-02-18/blue-owl-loan-sale-raises-1-4-billion-for-investor-payoutsBlue Owl permanently halts redemptions at private credit fund aimed at retail investorshttps://www.ft.com/content/b2f299f6-2a82-4a43-bcbf-86cac3937550Blue Owl BDC Allows 17% Redemptions as Investors Storm Exithttps://www.bloomberg.com/news/articles/2026-01-07/blue-owl-bdc-allows-for-17-redemptions-as-investors-storm-exit
