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

Page: https://stenobird.com/podcast/investing-experts-5798955/blue-owl-capital-don-t-believe-the-negative-hype
Text version: https://stenobird.com/podcast/investing-experts-5798955/blue-owl-capital-don-t-believe-the-negative-hype.md
Podcast: [Investing Experts](https://stenobird.com/podcast/investing-experts-5798955)
Published: 2026-04-16T21:39:54+00:00
Episode link: https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:blue_owl_capital_negative_hype
Audio file: https://api.spreaker.com/download/episode/71382223/samuel_smith_ie_4_16_4_16_26_2_25_pm.mp3
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JSON: https://stenobird.com/v1/public/podcasts/investing-experts-5798955/episodes/blue-owl-capital-don-t-believe-the-negative-hype
Duration seconds: 3073

## Resource

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.

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## Transcript

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