The financial media is at it again.
Breathless headlines. Dire warnings. Another supposed crisis looming on the horizon. This time the target is Blue Owl, with pundits trying to convince Main Street investors that this is the spark that could ignite the next credit meltdown.
But is it reality… or just another fear cycle designed to drive clicks and shake out weak hands?
On this episode of Stinchfield, we dig into what is really going on behind the noise. Our guest is VRAInsider.com CEO Kip Herriage, one of the most respected market analysts in the country and a man who has seen these panic narratives play out time and time again. Kip breaks down the fundamentals, the balance sheet, and the actual exposure, explaining why the situation is being wildly mischaracterized and why Blue Owl’s ability to meet its obligations is far stronger than the headlines suggest.
In short, Kip pours cold water on the hysteria and delivers straight analysis instead of sensationalism.
And he does not stop there.
Kip also shares two stock ideas he believes are positioned for what he calls rocket ship style growth as markets continue to reward innovation, liquidity, and smart capital deployment in this cycle. These are not speculative gambles but companies he sees as aligned with the next phase of the Trump Economic Miracle.
If you are tired of being whipsawed by media driven fear and want clear eyed insight into where the risks really are and where the opportunities may be hiding, this is a conversation you do not want to miss.

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