Arsh Singh
@arshnowtweets.bsky.social
Empowering you to invest beyond stocks. Co-founder midasboard.com (Fintech). Opinions my own.
If you're 🇨🇦 looking to invest directly into alternatives, join us at www.midasboard.com
Midasboard
Midasboard is the direct investment platform for alternative investments.
www.midasboard.com
February 12, 2025 at 1:26 PM
If you're 🇨🇦 looking to invest directly into alternatives, join us at www.midasboard.com
As private markets evolve, the winners will be those who can:
• Adapt to increased transparency
• Maintain relationship advantages
• Navigate new liquidity dynamics
• Preserve risk-adjusted returns
• Adapt to increased transparency
• Maintain relationship advantages
• Navigate new liquidity dynamics
• Preserve risk-adjusted returns
February 12, 2025 at 1:26 PM
As private markets evolve, the winners will be those who can:
• Adapt to increased transparency
• Maintain relationship advantages
• Navigate new liquidity dynamics
• Preserve risk-adjusted returns
• Adapt to increased transparency
• Maintain relationship advantages
• Navigate new liquidity dynamics
• Preserve risk-adjusted returns
The big question for investors:
Will this marketplace:
A) unlock new efficiencies in private markets or
B) Erode the structural advantages that made private credit attractive.
Will this marketplace:
A) unlock new efficiencies in private markets or
B) Erode the structural advantages that made private credit attractive.
February 12, 2025 at 1:26 PM
The big question for investors:
Will this marketplace:
A) unlock new efficiencies in private markets or
B) Erode the structural advantages that made private credit attractive.
Will this marketplace:
A) unlock new efficiencies in private markets or
B) Erode the structural advantages that made private credit attractive.
The risk/return tradeoff:
Benefits:
• Enhanced liquidity
• Better price discovery
• Broader market access
Risks:
• Potential volatility increase
• Changed relationship dynamics
• Pressure on returns
Benefits:
• Enhanced liquidity
• Better price discovery
• Broader market access
Risks:
• Potential volatility increase
• Changed relationship dynamics
• Pressure on returns
February 12, 2025 at 1:26 PM
The risk/return tradeoff:
Benefits:
• Enhanced liquidity
• Better price discovery
• Broader market access
Risks:
• Potential volatility increase
• Changed relationship dynamics
• Pressure on returns
Benefits:
• Enhanced liquidity
• Better price discovery
• Broader market access
Risks:
• Potential volatility increase
• Changed relationship dynamics
• Pressure on returns
Key considerations for investors:
• Will increased liquidity affect returns?
• Can covenant quality be maintained?
• How will pricing transparency impact deals?
• What happens to lender-borrower relationships?
• Will increased liquidity affect returns?
• Can covenant quality be maintained?
• How will pricing transparency impact deals?
• What happens to lender-borrower relationships?
February 12, 2025 at 1:26 PM
Key considerations for investors:
• Will increased liquidity affect returns?
• Can covenant quality be maintained?
• How will pricing transparency impact deals?
• What happens to lender-borrower relationships?
• Will increased liquidity affect returns?
• Can covenant quality be maintained?
• How will pricing transparency impact deals?
• What happens to lender-borrower relationships?
The strategic implications are significant:
By partnering with banks, exchanges, and fintech firms, Apollo isn't just creating a marketplace.
They're positioning themselves as the infrastructure layer for private credit trading.
By partnering with banks, exchanges, and fintech firms, Apollo isn't just creating a marketplace.
They're positioning themselves as the infrastructure layer for private credit trading.
February 12, 2025 at 1:26 PM
The strategic implications are significant:
By partnering with banks, exchanges, and fintech firms, Apollo isn't just creating a marketplace.
They're positioning themselves as the infrastructure layer for private credit trading.
By partnering with banks, exchanges, and fintech firms, Apollo isn't just creating a marketplace.
They're positioning themselves as the infrastructure layer for private credit trading.
Apollo's solution:
• Real-time trading platform
• Intraday pricing
• Market-driven price discovery
• Secondary market development
• Real-time trading platform
• Intraday pricing
• Market-driven price discovery
• Secondary market development
February 9, 2025 at 3:03 PM
Apollo's solution:
• Real-time trading platform
• Intraday pricing
• Market-driven price discovery
• Secondary market development
• Real-time trading platform
• Intraday pricing
• Market-driven price discovery
• Secondary market development
The current landscape:
$1.6T is locked in private credit, offering:
• Lower volatility
• Tighter covenants
• Direct lender relationships
But one major challenge: liquidity
$1.6T is locked in private credit, offering:
• Lower volatility
• Tighter covenants
• Direct lender relationships
But one major challenge: liquidity
February 9, 2025 at 3:03 PM
The current landscape:
$1.6T is locked in private credit, offering:
• Lower volatility
• Tighter covenants
• Direct lender relationships
But one major challenge: liquidity
$1.6T is locked in private credit, offering:
• Lower volatility
• Tighter covenants
• Direct lender relationships
But one major challenge: liquidity
Private credit has been the financial equivalent of an exclusive wine cellar:
• Valuable holdings
• Limited trading options
• Manual price discovery
• Relationship-driven deals
Apollo's betting they can create a modern exchange while preserving what makes it special.
• Valuable holdings
• Limited trading options
• Manual price discovery
• Relationship-driven deals
Apollo's betting they can create a modern exchange while preserving what makes it special.
February 9, 2025 at 3:03 PM
Private credit has been the financial equivalent of an exclusive wine cellar:
• Valuable holdings
• Limited trading options
• Manual price discovery
• Relationship-driven deals
Apollo's betting they can create a modern exchange while preserving what makes it special.
• Valuable holdings
• Limited trading options
• Manual price discovery
• Relationship-driven deals
Apollo's betting they can create a modern exchange while preserving what makes it special.
Full doc: press.vatican.va/content/sala...
Nota “Antiqua et nova” sul rapporto tra intelligenza artificiale e intelligenza umana, del Dicastero per la Dottrina della Fede e del Dicastero per la Cultura e l’Educazione
press.vatican.va
February 7, 2025 at 6:57 PM
Full doc: press.vatican.va/content/sala...
Finally, the Vatican warns against idolizing AI. It’s not God. It’s not even close. True fulfillment comes from relationships—with each other and with the divine. AI can’t replace that.
February 7, 2025 at 6:57 PM
Finally, the Vatican warns against idolizing AI. It’s not God. It’s not even close. True fulfillment comes from relationships—with each other and with the divine. AI can’t replace that.
Environment: AI’s energy consumption is a problem. The Vatican reminds us that tech must align with stewardship of creation. Sustainability isn’t optional—it’s a moral imperative.
February 7, 2025 at 6:57 PM
Environment: AI’s energy consumption is a problem. The Vatican reminds us that tech must align with stewardship of creation. Sustainability isn’t optional—it’s a moral imperative.
Warfare: The Vatican calls for strict human oversight. Machines shouldn’t decide who lives or dies. Peace isn’t just the absence of war—it’s the presence of justice.
February 7, 2025 at 6:57 PM
Warfare: The Vatican calls for strict human oversight. Machines shouldn’t decide who lives or dies. Peace isn’t just the absence of war—it’s the presence of justice.
Education: AI can personalize learning, but it can’t replace teachers. Education is about forming the whole person—mind, heart, and hands. AI can’t inspire or mentor.
February 7, 2025 at 6:57 PM
Education: AI can personalize learning, but it can’t replace teachers. Education is about forming the whole person—mind, heart, and hands. AI can’t inspire or mentor.
Healthcare: AI can help diagnose diseases, but it can’t replace the compassion of a doctor. The human touch matters. Patients need care, not just algorithms.
February 7, 2025 at 6:57 PM
Healthcare: AI can help diagnose diseases, but it can’t replace the compassion of a doctor. The human touch matters. Patients need care, not just algorithms.
AI should augment human labour, not replace it. The Vatican warns against a “technocratic paradigm” where efficiency trumps dignity. Workers aren’t cogs in a machine—they’re people with inherent worth.
February 7, 2025 at 6:57 PM
AI should augment human labour, not replace it. The Vatican warns against a “technocratic paradigm” where efficiency trumps dignity. Workers aren’t cogs in a machine—they’re people with inherent worth.
AI can’t replicate human relationships. It can mimic them, but it can’t be them. The document warns against replacing human connection with machine interaction. Loneliness + AI = bad combo
February 7, 2025 at 6:57 PM
AI can’t replicate human relationships. It can mimic them, but it can’t be them. The document warns against replacing human connection with machine interaction. Loneliness + AI = bad combo
AI must serve human dignity and the common good. If it doesn’t, we’re doing it wrong. The Vatican calls for ethical frameworks to ensure AI doesn’t exploit, harm, or dehumanize.
February 7, 2025 at 6:57 PM
AI must serve human dignity and the common good. If it doesn’t, we’re doing it wrong. The Vatican calls for ethical frameworks to ensure AI doesn’t exploit, harm, or dehumanize.
Human intelligence is sacred. It’s a gift from God, reflecting the divine image. AI? It’s a tool we created. Not a replacement for us, but a product of us.
February 7, 2025 at 6:57 PM
Human intelligence is sacred. It’s a gift from God, reflecting the divine image. AI? It’s a tool we created. Not a replacement for us, but a product of us.
While I am not personally religious, I believe unique viewpoints from outside of tech are vital for this next phase of AI. Key points:
February 7, 2025 at 6:57 PM
While I am not personally religious, I believe unique viewpoints from outside of tech are vital for this next phase of AI. Key points:
