Blue Owl Capital: Don't believe the (negative) hype

About this episode

Samuel Smith discusses various investment topics including energy, gold, silver, and private credit in relation to Blue Owl Capital.

High Yield Investor's Samuel Smith shares his thoughts on energy, gold and silver (0:40) Context on yield (11:00) Context on dividend cuts (16:20) Updated thoughts on private credit and Blue Owl (18:30) Show Notes: Blue Owl Capital: The Market Thinks Disaster Is Coming, I Think It Is Wrong Investing Experts Live: Steven Bavaria And Samuel Smith's Top Income Picks For 2026 Investing Experts' transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

People in this episode

Guest: Samuel Smith

Topics covered

• energy
• gold
• silver
• private credit
• dividend cuts
• high yield investing

Keywords

• high yield
• energy
• gold
• silver
• dividend cuts
• private credit
• Blue Owl Capital

Mentioned in this episode

Organizations: Blue Owl Capital, Seeking Alpha

Books & works: The Market Thinks Disaster Is Coming, I Think It Is Wrong, Investing Experts Live: Steven Bavaria And Samuel Smith's Top Income Picks For 2026

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