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

Warsh Spoke | Hike Odds Jump | Yen Limits Named | Venezuela Opens

Aug 28, 2026

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6 min read

Warsh Spoke | Hike Odds Jump | Yen Limits Named | Venezuela Opens

Warsh said financial conditions are not restrictive and hike odds jumped to 58%. The 2-year had its biggest single-day move since June. Chevron is nearing Venezuelan oil deals.

Dio Pouerie, +1

Warsh Speaks Today | A Structural-Only Speech Sends the 30-Year to 5.5% | Nvidia Pauses Its Revenue-Share Program

Aug 28, 2026

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5 min read

Warsh Speaks Today | A Structural-Only Speech Sends the 30-Year to 5.5% | Nvidia Pauses Its Revenue-Share Program

Warsh delivers the most anticipated Fed speech in years today. BofA says a speech that dodges the reaction function sends the 30-year to 5.5%. Nvidia paused its revenue-share program on antitrust worries.

Dio Pouerie, +1

Global Bond Selloff | Cash Beats Momentum | Financials Lead

Aug 27, 2026

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5 min read

Global Bond Selloff | Cash Beats Momentum | Financials Lead

Bond yields hit multi-decade highs globally while the VIX stayed near its lows. Nvidia surged on a bullish revenue forecast. Financials are now leading the market's rotation.

Dio Pouerie, +1

Price the Chip Increase Your Counterparty Has Not Modelled

Aug 27, 2026

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5 min read

Price the Chip Increase Your Counterparty Has Not Modelled

Nvidia will bottom its margin near 71% and plans price rises to repair it. It is closing on Hugging Face at $12.9 billion. Anthropic committed $45 billion to a supplier founded in 2024.

Dio Pouerie, +1

Sticky Inflation | $18B Settlement | Gates Warning

Aug 26, 2026

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5 min read

Sticky Inflation | $18B Settlement | Gates Warning

Core PCE held at 3.3% and hike odds climbed. Meta settled child-safety claims for $18 billion. Bill Gates said there is no plan for AI. Banks are now building the stablecoins they fought against.

Dio Pouerie, +1

Reprice Any Position That Needs Somebody Else's Buildout On Time

Aug 26, 2026

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5 min read

Reprice Any Position That Needs Somebody Else's Buildout On Time

SpaceX plans $100 billion for a Louisiana spaceport it has not funded. Nvidia's options are pricing the smallest reaction in at least three years. Canada answered Washington with duties on C$27.6 billion of goods.

Dio Pouerie, +1

The Daily Briefing That Unlocks Private Markets.

Warsh Spoke | Hike Odds Jump | Yen Limits Named | Venezuela Opens

Warsh Speaks Today | A Structural-Only Speech Sends the 30-Year to 5.5% | Nvidia Pauses Its Revenue-Share Program

Global Bond Selloff | Cash Beats Momentum | Financials Lead

Price the Chip Increase Your Counterparty Has Not Modelled

Sticky Inflation | $18B Settlement | Gates Warning

Reprice Any Position That Needs Somebody Else's Buildout On Time

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