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re: Hyperscalers Off-Balance Sheet Debt is exploding. over 1.5T
Posted on 8/3/26 at 11:16 am to Suntiger
Posted on 8/3/26 at 11:16 am to Suntiger
quote:
Is this more of a private equity bubble where institutional investors might be left holding the bag?
Blue Owl is a private credit firm. Lots of insurance funds and state pensions are invested heavily into private credit.
Some of them have upwards of 20% of their portfolio in these close ended funds
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