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Bullish Commentary on Blackstone7s Private Credit Performance

"One of the biggest alternative managers had published their report. Blackstone, did you see the results? >> I did. Phenomenal. I'm a shareholder. So, Blackstone's private credit business alone was up 13 uh almost 13% over the last 12 months. So, doing well despite all the cockroach fears."

The speaker highlights Blackstone7s impressive private credit performance, noting that its business was up almost 13% over the past year. He expresses confidence by stating he is a shareholder and emphasizes that the positive results come despite widespread market concerns referred to as 'cockroach fears'.

"BX (expensive): Dominant alt asset manager w/ $1T AUM. Strong perf in PE (15% net), RE (16% net) since inception. Diversified into RE, credit, infra. Benefited from falling yields, Yale Model adoption. Opportunistic in RE post-crises. Pivot to datacenters, logistics. Challenges: size, macro headwinds, high valuation (12% AUM, 28x P/E)."