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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.

Nvidia Backstops $230B | OpenAI Chip Beats Nvidia | Druckenmiller Calls Out Bessent

Aug 25, 2026

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5 min read

Nvidia Backstops $230B | OpenAI Chip Beats Nvidia | Druckenmiller Calls Out Bessent

Nvidia has become a banker to the AI boom. OpenAI says its Jalapeno chip beat Nvidia's GB300 in tests. Canada announced retaliatory tariffs today. Druckenmiller called the bond intervention a mistake.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Post-Labor-Day IPO Parade Largest Since 2021 | SpaceX Puts AI Satellites in Orbit Next Year | Visa and Mastercard Hit Records

Aug 25, 2026

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5 min read

Post-Labor-Day IPO Parade Largest Since 2021 | SpaceX Puts AI Satellites in Orbit Next Year | Visa and Mastercard Hit Records

The post-Labor-Day IPO calendar is the largest in five years. Oura, Dunkin' parent Inspire Brands and Anthropic are all in the queue. SpaceX plans to launch Nvidia-powered AI satellites by Q4 2027. Bessent sanctioned roughly 60 targets tied to Iran, and Visa and Mastercard hit record closes.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
TGA Firepower Named | Canada 50% Auto Tariff | Bitcoin, Stablecoins, and T-Bills

Aug 24, 2026

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5 min read

TGA Firepower Named | Canada 50% Auto Tariff | Bitcoin, Stablecoins, and T-Bills

The Treasury could tap its near $1 trillion General Account to fund bond buybacks. Citadel Securities called it financial repression. Trump threatened 50% tariffs on Canadian autos starting January. Bitcoin held above $79,000.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
30-Year Held at 5.276% Friday | Arnold Warns of Crisis | Warsh Speaks Friday

Aug 24, 2026

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5 min read

30-Year Held at 5.276% Friday | Arnold Warns of Crisis | Warsh Speaks Friday

The Treasury's intervention isn't working. The 30-year held near a 19-year high. Billionaire John Arnold says a crisis is coming. US-Canada talks collapsed and 50% tariffs took effect Saturday. Nvidia struck a $6 billion Poolside deal. Blackstone, Hellman & Friedman, and Anthropic formed a $1.5 billion venture called Ode.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
PCE, Nvidia, and Jackson Hole Arrive in the Same 72 Hours

Aug 23, 2026

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5 min read

PCE, Nvidia, and Jackson Hole Arrive in the Same 72 Hours

Core PCE lands Wednesday alongside GDP and personal spending. Nvidia reports Wednesday after the close. Jackson Hole begins Thursday. Intuit, Salesforce, CrowdStrike, Synopsys, and Autodesk fill the heaviest AI software earnings week of the quarter.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The Week the Long End Named Its Price

Aug 22, 2026

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6 min read

The Week the Long End Named Its Price

Treasury doubled long-bond buybacks and the market gave back the relief inside one session. QTS data center bonds priced at junk-level yields with an investment-grade rating. Anthropic sized the largest IPO ever attempted after losing $42 billion last year. Walmart posted its weakest comparable sales growth since 2020.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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