Private Credit Alligator vs. Blue Owl Acorn


This is a note to self.

I was listening to a podcast this morning, Seeking Alpha’s “Wall Street Roundup”

One of the guests, Brian Stewart, had an interesting thought. He talked about a boy that was killed sometime back, right in Disneyland, who was eaten by an alligator. And he used that metaphor to represent what could be happening right now In the market.

Alligator sneaking in the pond

So obviously I had to go and create an image with ChatGPT. Because they say images are worth a thousand words

And also, I had to come up with a bullish narrative to counter this argument. Just so that I am not too far drawn either way

Hence, the Sky is Falling image.

Blue Owl acorn - the sky is falling

Where do you stand?

In the Gator in the Pond to the Acorn spectrum.