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Private Market Ideas
The Restructuring of Private Credit: The Theory and Application of Protocolizing Real-World Assets (RWA) Based on Blockchain
Abstract The private credit market is plagued by inherent structural frictions, including severe illiquidity, opaque valuations, high...
lx2158
Sep 971 min read
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Interpreting Howard Marks's Interview: A Quantitative and Behavioral Finance Analysis of Asset Prices in an Era of High Valuations
Reference List Bloomberg Television. (2025, Aug 22). US Stocks 'In The Early Days' For A Bubble Says Oaktree’s Howard Marks [Video]....
lx2158
Aug 2242 min read
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A Trio of Capital and Compute: The Rise and Paradigm Shift of Data Center Private Credit in the Age of Artificial Intelligence
Chapter 1: The Epochal Context – The Capital Chasm in New Digital Infrastructure We are in an era of structural transformation driven by...
lx2158
Aug 1625 min read
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An Analytical Framework for Modern Portfolio Construction in a New Macroeconomic Regime
Introduction: Bridging Practice and Theory This analysis provides a theoretical scaffolding for an advanced, practitioner-driven...
lx2158
Jul 916 min read
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The Structural Rise of Private Credit as an Alternative Asset Class: A Theoretical Framework, Market Evolution, and Future Outlook
Abstract This study aims to conduct a systematic, multi-dimensional theoretical and empirical analysis of Private Credit as an asset...
lx2158
Apr 2511 min read
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An Inquiry into the Valuation Divergence of Publicly Listed Alternative Asset Managers: A Theoretical and Empirical Analysis
This paper investigates the pronounced divergence between the public market valuations of large-scale alternative asset managers and the...
lx2158
Mar 1010 min read
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Introduction: The Evolving Architecture of Leveraged Finance
The leveraged buyout (LBO) stands as a cornerstone of modern corporate finance, representing a potent mechanism for effecting changes in...
lx2158
Dec 19, 20249 min read
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An Analytical Treatise on the Structural Ascendancy and Intrinsic Resilience of Private Credit
Introduction: A Paradigm Shift in Modern Capital Markets The contemporary financial landscape is witnessing a profound and durable...
lx2158
Jul 23, 202414 min read
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