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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.

Stress-Test Your OpenAI Position Before Wednesday

Apr 28, 2026

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5 min read

Stress-Test Your OpenAI Position Before Wednesday

OpenAI missed revenue and user targets while its CFO questioned the IPO timeline, Dalio confirmed stagflation means no cuts, and China ordered Meta to unwind a completed AI acquisition four months after close.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
OpenAI Ended Microsoft's Exclusive Partnership. The Map Changed.

Apr 27, 2026

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5 min read

OpenAI Ended Microsoft's Exclusive Partnership. The Map Changed.

OpenAI sells across any cloud now. Musk-Altman trial opens today. Goldman named a $25 billion sell mechanism.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Tillis Dropped His Hold. Warsh Has a Wednesday Vote. The Rate Question Just Changed.

Apr 27, 2026

•

5 min read

Tillis Dropped His Hold. Warsh Has a Wednesday Vote. The Rate Question Just Changed.

The two-step PMD named Friday completed in 48 hours. Goldman pushed Gulf normalization to end-June. Software loans are sorting into winners and losers. And private credit earnings start this week.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Five Questions the Market Has to Answer This Week

Apr 26, 2026

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6 min read

Five Questions the Market Has to Answer This Week

Last week built the case. This week the Fed, earnings, inflation, and consumers decide whether it survives.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Six Structural Moves That Drove Markets This Week

Apr 25, 2026

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6 min read

Six Structural Moves That Drove Markets This Week

The headline said recovery. The structure said something else.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The Powell Probe Ended. Every Rate Model Just Changed.

Apr 24, 2026

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5 min read

The Powell Probe Ended. Every Rate Model Just Changed.

DOJ closed the Powell probe. JPMorgan says oil must rise further. DeepSeek closed the AI gap cheaply.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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