As the cost of capital rises, David N. Miller says private markets still see opportunity, from flexible financing for hard-to-refinance assets to infrastructure beyond the AI boom. He discusses AI's long-term potential, concentration risks, and why selectivity matters for investors. (Source: Bloomberg)
As the cost of capital rises, David N. Miller says private markets still see opportunity, from flexible financing for hard-to-refinance assets to infrastructure beyond the AI boom. He discusses AI's long-term potential, concentration risks, and why selectivity matters for investors. (Source: Bloomberg)
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