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.

Run Your Book Against the Financial Sector's Record Low

May 8, 2026

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5 min read

Run Your Book Against the Financial Sector's Record Low

XLF relative strength hit a record low since 1998, Shell named a billion barrel oil deficit, and CoreWeave's depreciation wave arrived in a 1% operating margin.

Dio Pouerie, +1

BlackRock Confirmed the Markdown. Five Institutions.

May 7, 2026

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5 min read

BlackRock Confirmed the Markdown. Five Institutions.

Second BDC cut in 48 hours. Maersk says energy crisis outlasts any deal. Paul Tudor Jones says no chance Warsh cuts.

Dio Pouerie, +1

Test Your Private Credit Book Before Friday

May 7, 2026

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5 min read

Test Your Private Credit Book Before Friday

Gundlach called private credit the next dot-com at Milken, JPMorgan faces $500 million in paper losses on hung software debt, and two more Fed officials flagged rate hike risk.

Dio Pouerie, +1

May 6, 2026

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5 min read

SpaceX Governance Just Locked the Door

Musk takes 83% control. HSBC hits a private credit wall. Global debt hits $353 trillion.

Dio Pouerie, +1

Run Your Software Position at the Oaktree Rate

May 6, 2026

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5 min read

Run Your Software Position at the Oaktree Rate

Oaktree's performing loan markdown confirms the private credit gap is closing from the mark side, Anthropic's $200 billion Google commitment mirrors the circular deal structure, and the 30-year Treasury approaches 5% into stronger structural headwinds than any prior test.

Dio Pouerie, +1

May 5, 2026

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5 min read

The AI JVs Are Now Buying Companies.

OpenAI and Anthropic are acquiring engineering firms. KKR's private credit returns went negative. Anthropic appeared onstage with Jamie Dimon.

Dio Pouerie, +1

The Daily Briefing That Unlocks Private Markets.

Run Your Book Against the Financial Sector's Record Low

BlackRock Confirmed the Markdown. Five Institutions.

Test Your Private Credit Book Before Friday

SpaceX Governance Just Locked the Door

Run Your Software Position at the Oaktree Rate

The AI JVs Are Now Buying Companies.

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