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Public Markets

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Exclusive updates on private equity, venture capital, and alternative investments.

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Substack
PricingFreemiumPublishesDaily
Issues77Founded8 months agoLast Issue7 days ago
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Latest Issues

Why the Defense Pullback Is a Gift, Not a Warning

Last September, Rheinmetall was the trade everyone wanted to talk about.

Last September, Rheinmetall was the trade everyone wanted to talk about. By May, my inbox had gone quiet on the name.

7 days ago
17
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Palantir Just Had Its Best Quarter Ever. Why Is the Stock Down?

On May fourth, Palantir reported the strongest quarter in its history as a public company.

On May fourth, Palantir reported the strongest quarter in its history as a public company.

9 days ago
11
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The $200M-a-Dose Atom

Something strange is happening in a quiet French town called Grenoble.

Something strange is happening in a quiet French town called Grenoble.

13 days ago
18
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The Island That Runs the World

You take a flight to Taipei, rent a car, and drive 80 kilometers southwest.

You take a flight to Taipei, rent a car, and drive 80 kilometers southwest. You arrive in a city called Hsinchu. At first glance, it’s an ordinary Taiwanese city....

20 days ago
17
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Why Europe's Hidden Defense Buildout Is the Most Mispriced Megatrend of 2026

I was on a call with a Frankfurt-based portfolio manager last Thursday when the Bloomberg headline crossed.

I was on a call with a Frankfurt-based portfolio manager last Thursday when the Bloomberg headline crossed.

a month ago
19
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Authors

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  • Public Markets

    I’m Liam, the author of Private Markets — a newsletter exploring the world of venture capital, private equity, and alternative investments. Each week, I break down key deals, trends, and insights shaping the private side of the global economy.

  • Frequently Asked Questions

    How can I access the email archive for Public Markets?

    You can find recent issues that have been published by Public Markets on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.

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    Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.

    To find out how much an ad will cost, contact Public Markets using the contact information provided and ask for a copy of their media kit.

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