non-US markets
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement May 15, 2025 by James Clark · across every show →
Everything said about non-US markets, oldest first
May 15, 2025 negative
Clarke admits he under-resourced Blue Owl's early international expansion efforts
“The other thing that I made a mistake on was I probably didn't add resources as quickly as I should have. An organization should never become bloated, but I probably over-indexed that I had to play catch up for a little bit. Not perfect, but I think we got the…”
Jun 30, 2025 bullish
Casey Whelan: Non-US markets offer rare alpha and beta combination
“Alpha, you've always had to some degree in the non-US markets because they're inefficient. That's why we've always liked them, but you now have the beta. You have the valuation piece, and so you can get those two pieces like Brett said together. It's compellin…”