Head Of Goldman Delta-One: "While We're All Laser Focused On ORCL CDS And NVDA, We Should Be Watching OWL And COF"

In his morning recap note, Goldman Delta-One head, Rich Privorotsky writes that "while we’re all laser-focused on ORCL CDS and NVDA, maybe what we should have been watching was OWL and COF." Of course, regular readers are well aware of the challenges private credit has been facing as we have covered this space for years (see "What's Behind The Recent Explosion In Private Credit