From Reuters.

Non-bank lenders (https://www.reuters.com/breakingviews/direct-lenders-golden-moment-is-over-2024-10-10/) , sitting atop $2 trln in assets, keep taking more of the market away from the traditional (https://www.reuters.com/breakingviews/global-markets-breakingviews-2024-11-20/) titans of Wall Street. Yet the industry is now rapidly consolidating (https://www.reuters.com/breakingviews/blackrocks-hps-deal-seals-netflix-like-strategy-2024-12-03/) . In this episode of The Big View podcast, Marc Lipschultz, co-CEO of Blue Owl Capital, explains why.

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