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Private Credit Pulse

Private Credit Pulse Newsletter about the Private Credit Market

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Substack
PricingFreemiumPublishesWeekly
Issues35Foundeda year agoLast Issue13 days ago
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Latest Issues

Why Wall Street Loves Old Songs

From Bowie to Bieber, music royalties are becoming bond collateral. The older and more boring the catalog, the better the debt

When a famous catalog changes hands, everyone talks about the artist. Who sold, who got rich, whether the fans s...

13 days ago
6
Paid

The largest Private Credit Deals of 2026 (so far)

I spent the summer building one list. Ten deals: the largest private credit financings announced or closed between January 1 and August 31, each pinned to a company release, a filing, or a named reporter. It sounds simple. It took weeks, be...

17 days ago
9
2

The $800 Billion Factory Boom Nobody Talks About

A look at the biggest US factory construction wave since the postwar era.

Everyone I know has an opinion about AI. Models, agents, bubbles, jobs. Nobody I know has an opinion about the fact that America is in the middle of the largest fact...

a month ago
6
Paid

NVIDIA Just Turned GPUs Into an Asset Class

On Sunday, NVIDIA announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to build compute financing platforms, targeting more than $500 billion of third-party capital for AI infrastructure. Jensen Huang...

2 months ago
25

Who Owns the Robot That "Replaces" You?

Not you. Usually not even your employer. I spent three weeks reading robot lease agreements, and the answer is a leasing company you’ve never heard of, a lender with a claim on the payments, and a software licence that can be switched off....

2 months ago
10

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