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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.

The Hidden Exposure Is Starting to Show

Mar 31, 2026

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9 min read

The Hidden Exposure Is Starting to Show

Companies that dropped war insurance are paying six to eight times peacetime rates. Middle East sovereigns are selling Treasuries for cash. GM is running trucks six days a week while idling EVs. And one bank is controlling the SpaceX retail window.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The Airline Shakeout Has Named Survivors and Named Casualties.

Mar 30, 2026

•

9 min read

The Airline Shakeout Has Named Survivors and Named Casualties.

Trump threatened Kharg Island. Powell flipped the bond market in hours. Airlines are splitting into survivors and casualties. And 401(k)s just got access to private credit the same week it went under federal oversight.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The Redesign Is Already Underway

Mar 30, 2026

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10 min read

The Redesign Is Already Underway

Treasury is moving into private credit oversight. The SEC and index operators are rebuilding the IPO market. The war's damage reached aluminum, helium, and cotton. And the biggest LBO since the financial crisis closed while private credit funds were gating.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Last Week Changed the Questions. This Week Tests the Answers.

Mar 29, 2026

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11 min read

Last Week Changed the Questions. This Week Tests the Answers.

Powell speaks Monday as oil embeds in inflation. The jobs report lands Friday. And Nike reports into a consumer that is running low on patience.

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

Mar 28, 2026

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12 min read

Six Things That Actually Mattered This Week

The oil shock stopped being a price story. AI hit a physical ceiling. Private credit kept gating. And the rules governing AI, energy, and capital markets were rewritten in real time.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Farmers Abandoning Corn | Rate Hike | ICE Is Buying

Mar 27, 2026

•

10 min read

Farmers Abandoning Corn | Rate Hike | ICE Is Buying

The war stopped being a price shock. It's now a supply restructuring event hitting farming, energy, and capital markets at the same time.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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