Feb 27, 2026 · Episode 696

Paramount Wins Warner Bros. Bid, Anthropic vs. Pentagon, and AI Doomsday Memo

1 prediction · 0–0 · — accuracy

Scott's predictions1

Private credit and business development/PE companies such as Apollo, TPG, and Blue Owl are currently oversold relative to their fundamentals and will see their valuations recover toward fair value over the medium to long term.
“I think that just as SaaS companies have been oversold, some of these PE or what they call business development or private credit companies have been oversold.”
Markets · Judgment call · by Feb 27, 2027 (inferred)
Not due yetDue Feb 27, 2027