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.

Private Credit Got a Short Button | CPI Hit | Consumers Broke

Apr 10, 2026

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10 min read

Private Credit Got a Short Button | CPI Hit | Consumers Broke

BlackRock is down 6% while its peers are down 31%. Pension funds are holding private credit while retail gates. Iran's toll booth is running at below 10% traffic. And retail just sold the rally that institutions drove.

Dio Pouerie, +1

Meta's $35 Billion Bet Has One Counterparty

Apr 10, 2026

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11 min read

Meta's $35 Billion Bet Has One Counterparty

Meta locked $35 billion into a single AI cloud provider that has been public for just one year, Kuwait is auctioning war-damaged pipelines to the same PE firms that built their portfolios on cheap energy, enterprise software lost $50 billion in a session as AI agents repriced the sector, and CFIUS refused to rule on national security when a Chinese investor's lobbying firm got the meeting the American startup couldn't.

Dio Pouerie, +1

BlackRock Built the Structure That Wins This Market

Apr 9, 2026

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9 min read

BlackRock Built the Structure That Wins This Market

Dio Pouerie, +1

Blackstone Just Pulled Hologic Off the Board

Apr 9, 2026

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11 min read

Blackstone Just Pulled Hologic Off the Board

Blackstone and TPG closed an $18.3 billion medtech go-private that ejects Hologic from the S&P 500 this morning, McCormick is merging with Unilever's food empire through a $65.8 billion tax-free Reverse Morris Trust, Levi's DTC revenue crossed 52% for the first time, and CMS repriced $13 billion in Medicare Advantage payments overnight.

Dio Pouerie, +1

The Ceasefire Hit. The Strait Didn't Open.

Apr 8, 2026

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13 min read

The Ceasefire Hit. The Strait Didn't Open.

Oil fell 14% but 425 tankers are still stuck. Iran is charging $1 million per ship to cross. Delta's refinery saved $300M while every rival paid full price. Mortgage demand broke before anyone called a truce. And Anthropic just locked in its biggest clients before the IPO even has a date.

Dio Pouerie, +1

Intel Just Landed the Customer It Bought the Fab For

Apr 8, 2026

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11 min read

Intel Just Landed the Customer It Bought the Fab For

Intel joins Musk's $25 billion Terafab two weeks after buying back its Ireland fab from Apollo for $14.2 billion, Ackman bid $63.5 billion for Universal Music through a blank-check SPARC vehicle, Gulf sovereign funds committed $24 billion to back Paramount's $81 billion Warner takeover with Apollo on the debt side, and insurers holding $1 trillion in PE-linked private credit face Treasury-convened regulators this month.

Dio Pouerie, +1

The Daily Briefing That Unlocks Private Markets.

Private Credit Got a Short Button | CPI Hit | Consumers Broke

Meta's $35 Billion Bet Has One Counterparty

BlackRock Built the Structure That Wins This Market

Blackstone Just Pulled Hologic Off the Board

The Ceasefire Hit. The Strait Didn't Open.

Intel Just Landed the Customer It Bought the Fab For

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