Don’t just focus on Nvidia and Oracle CDS; America’s “hot PE” Blue Owl has blown up, impacting the trillion-dollar private equity market.
While the entire market’s attention is focused on Nvidia and Oracle’s credit default swaps (CDS) and the artificial intelligence boom, seasoned Wall Street insiders are sounding a warning: the real risks may lie elsewhere.
Rich Privorotsky, head of Goldman Sachs’ Delta-One department, stated bluntly in his latest report: