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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.

Anthropic Just Named the Problem PMD Identified April 13

Apr 21, 2026

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6 min read

Anthropic Just Named the Problem PMD Identified April 13

Amazon committed $25 billion more to Anthropic. The company admitted infrastructure strain is hurting performance. Tim Cook is stepping down. And Howard Marks said this is not a market on sale.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Warsh's Rate Cut Case Is Already Running Into His Future Colleagues

Apr 20, 2026

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4 min read

Warsh's Rate Cut Case Is Already Running Into His Future Colleagues

Warsh's thesis meets resistance Tuesday. Records built on two stocks. Bonds priced the other side.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The Gulf's Largest Financial Hub Just Asked Washington for a Lifeline

Apr 20, 2026

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5 min read

The Gulf's Largest Financial Hub Just Asked Washington for a Lifeline

The UAE raised the idea of a dollar swap line with Treasury. Tillis confirmed there is no path for Warsh. Private credit is moving into consumer debt.

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

Apr 19, 2026

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6 min read

Five Questions This Week Forces the Market to Answer

Last week built the thesis. This week the numbers either hold it or break it.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Six Things That Actually Mattered This Week

Apr 18, 2026

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5 min read

Six Things That Actually Mattered This Week

The surface said recovery. The structure said something else.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Price Iran's Conditions, Not the Headline

Apr 17, 2026

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5 min read

Price Iran's Conditions, Not the Headline

Iran's opening carries four conditions with the blockade still running, regional banks added $230 billion more to the private credit exposure count, and Anthropic went from blacklisted to briefing the White House chief of staff in six weeks.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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