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Private Markets Digest

The Daily Briefing That Unlocks Private Markets.

Trusted by capital allocators, family offices, and 40k+ serious investors who don’t chase headlines, they anticipate what comes next.

Private Markets Digest connects the dots that matter across private equity, venture capital, private credit, and banking.

The January Barometer

Dec 25, 2025

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11 min read

The January Barometer

What It Measures, What It Doesn’t

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Global Growth Looks Calm Because It Has Already Moved

Dec 24, 2025

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11 min read

Global Growth Looks Calm Because It Has Already Moved

Capital is rotating across regions, sectors, and constraints faster than headline data suggests

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The AI Power Trade Just Lost Its Easy Money Phase

Dec 24, 2025

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10 min read

The AI Power Trade Just Lost Its Easy Money Phase

Power scarcity is real. Pricing it correctly is not. The market is shifting from exposure to execution... and not everyone clears.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Policy Uncertainty Is Becoming the Asset

Dec 23, 2025

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8 min read

Policy Uncertainty Is Becoming the Asset

When resolution stretches, capital trades time instead of waiting

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Everything Stable Is Getting Repriced

Dec 23, 2025

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9 min read

Everything Stable Is Getting Repriced

Private markets are carrying risks public prices no longer show

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Power Became the Gate

Dec 22, 2025

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9 min read

Power Became the Gate

AI demand is accelerating, but energy clears only where policy allows

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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