Every Friday, I share what I’m seeing across private markets - from shifting capital flows and active lender conversations to real deal flow that rarely gets talked about publicly.
The $3 Trillion Private Credit Market Is Becoming A Problem
Private credit has seen incredible growth, expanding 15x in under 15 years to become a $3 trillion market. This makes it the fastest-growing asset class in institutional finance, yet many outside Wall Street are unfamiliar with it.
China has built the world's first underwater AI data centre powered by offshore wind off the coast of Shanghai. A $226M facility that runs at half the cost of a comparable land-based centre, using seawater cooling to cut energy consumption by 22%.
This New York Taxi Driver Built A $14 Billion Fortune
In 1977, a broke New York cab driver borrowed $3,000 on his MasterCard to trade soybean futures. What happened next turned him into one of the greatest traders in history.