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Private Markets Digest connects the dots that matter across private equity, venture capital, private credit, and banking.

Q1 2026: What Happened and What Comes Next

Apr 3, 2026

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12 min read

Q1 2026: What Happened and What Comes Next

A war, a liquidity test, a trade ruling, and a software freeze all landed in ninety days. Here is what happened, and what history says comes next.

Dio Pouerie, +1

The Market Priced One Oil Shock. It's Getting Two.

Apr 2, 2026

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10 min read

The Market Priced One Oil Shock. It's Getting Two.

Ukraine's drones cut Russian oil exports by 20% while Hormuz stays closed. Blue Owl disclosed 22% redemption requests. Pharma tariffs of 100% are being drafted. And the grocery shock lands right before November elections.

Dio Pouerie, +1

Apr 2, 2026

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11 min read

The AI Build-Out Runs on Chinese Parts

Almost half of U.S. data centers planned for 2026 face delays not because of chips or capital, but because Chinese transformers carry five-year lead times, the tariff regime targets those exact imports, the Iran speech gave markets direction without a plan, and SpaceX just set the date for the $1.75 trillion stress test.

Dio Pouerie, +1

Apr 1, 2026

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10 min read

$600M in OpenAI Shares. Zero Buyers.

Institutions passed on OpenAI at $852 billion. Anthropic demand is unlimited. SpaceX filed today. And AI data centers are six years away from the power they need.

Dio Pouerie, +1

The Last Cycle's Wreckage and the Next One's Capital

Apr 1, 2026

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10 min read

The Last Cycle's Wreckage and the Next One's Capital

OpenAI closed $122 billion at an $852 billion valuation. SpaceX lined up 21 banks for Project Apex. M&A just had its best quarter ever. And a $575 million EV parts factory in Michigan is mostly empty.

Dio Pouerie, +1

The U.S. Is Walking Away Without Reopening the Strait

Mar 31, 2026

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10 min read

The U.S. Is Walking Away Without Reopening the Strait

Trump told aides he's willing to end the war before Hormuz reopens. Helium containers in the Middle East are boiling off. Gas crossed $4. And AI infrastructure just got its first investment-grade debt rating.

Dio Pouerie, +1

The Daily Briefing That Unlocks Private Markets.

Q1 2026: What Happened and What Comes Next

The Market Priced One Oil Shock. It's Getting Two.

The AI Build-Out Runs on Chinese Parts

$600M in OpenAI Shares. Zero Buyers.

The Last Cycle's Wreckage and the Next One's Capital

The U.S. Is Walking Away Without Reopening the Strait

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