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Chris Whalen: The Wharf Rats Are Coming Out โ€” And Retail Investors Will Lose Money 02/22/2026

Financelot

ยท
3m

Great discussion with

&

about $OWL halting redemptions & private credit implosion

It's shocking people don't know insurance companies are one of the largest investors in private credit & their investments are book value, not market
The Wrap

Chris Whalen: The Wharf Rats Are Coming Out โ€” And Retail Investors Will Lose Money In this week's episode of The Wrap, Chris Whalen analyzes the Blue Owl situation as part of a broader pattern in private credit. He argues that private credi...

Episode 18 - Revenue vs Profit vs Free Cash Flow: What Matters? - The Minority Market 02/10/2026

Episode 18 - Revenue vs Profit vs Free Cash Flow: What Matters? - The Minority Market

Episode 18 - Revenue vs Profit vs Free Cash Flow: What Matters? - The Minority Market Many beginners focus on revenue or profit and ignore the metric that truly matters โ€” free cash flow. In this episode of The Minority Market, we explain why c...

01/04/2026

Private Equity Accounting Analyisis Brief

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