Bessent on Private Credit, Deposit Hierarchies, and the Systems Test Facing American Banking
Perfect bite-sized piece, coming out at a time when private equity / credit looks wobbly due to Anthropic / OpenAI challenging those SaaS moats that the privates invested in. Thanks for helping enlighten me on this area.
Perfect bite-sized piece, coming out at a time when private equity / credit looks wobbly due to Anthropic / OpenAI challenging those SaaS moats that the privates invested in. Thanks for helping enlighten me on this area.