1. Axios, "OpenAI and Anthropic partner with private equity," 2026年5月4日
2. Axios, "Why private equity is making deals with the AI giants," 2026年5月5日
3. 白宫，特朗普行政令"Democratizing Access to Alternative Assets for 401(K) Investors"，2025年8月7日
4. Bloomberg, "Private Equity May Gain Easier 401(k) Plan Access Under US Plan," 2026年3月30日
5. OpenSecrets，私募行业联邦游说支出数据
6. OpenSecrets，黑石集团游说档案——旋转门数据
7. Private Equity Stakeholder Project, "Private Equity Forms New Dark Money Group," 2025年9月
8. Semafor, "Voters back alternative assets in 401(k)s, poll shows," 2025年12月
9. 《美国医学会杂志》（JAMA），私募基金收购养老院对老年人死亡率影响的大样本研究
10. Bloomberg，私募2015-2025年收购超1900家软件公司数据
11. 马萨诸塞州参议员伊丽莎白·沃伦办公室，Steward Health Care调查报告
12. CNBC，Blue Owl永久关闭私募信贷基金赎回通道相关报道
13. Bloomberg, "Wall Street's New Push to Sell Private Equity to the Masses," 2025年4月
Private credit markdowns and losses are now hitting every major fund: Apollo. BlackRock. Blackstone. Blue Owl. Oaktree. Sixth Street. All reporting a combination of:
• falling net asset values• troubled loans• markdowns• widening credit spreads• dividend pressure• AI/software exposure• rising non-accruals• redemption stress
This is no longer an isolated story. The real issue is that Wall Street is beginning to lose confidence in the marks themselves. Once investors stop trusting the valuations, the entire private credit structure begins repricing at the same time.
Authorities / Sources Discussed:
• Bloomberg — “Sixth Street BDC Cuts Its Dividend After Posting Quarterly Loss” — May 5, 2026
• Bloomberg — “Oaktree BDC Marks Down Software Loans, Flags 26% AI Exposure” — May 5, 2026
• Bloomberg — “Apollo Private Credit Fund Reports Loss on Portfolio Weakness” — May 6, 2026
• Bloomberg — “Blue Owl BDCs Buy Back $85 Million of Shares as Loan Values Sink” — May 6, 2026
• Bloomberg — “BlackRock Private Credit Fund Cuts Asset Value on Markdowns” — Updated May 7, 2026
• Reuters — “Blackstone, BlackRock cut value of their private credit funds” — May 7, 2026
Disclaimer:
The views and opinions expressed in this video are those of the speaker. This content is provided for informational and entertainment purposes only and should not be construed as professional, legal, financial, or investment advice. The Ox Media, LLC and its members make no representations or warranties regarding the accuracy or completeness of any information presented. Viewers should conduct their own research and consult qualified professionals before making any decisions based on this content
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