<div id="readability-page-1"><div><div><p>In his morning recap note, Goldman Delta-One head, Rich Privorotsky writes that &#34;<strong>while we’re all laser-focused on ORCL CDS and NVDA, maybe what we should have been watching was OWL and COF.&#34; </strong></p><p>Of course, regular readers are well aware of the challenges private credit has been facing as we have covered this space for years (see &#34;What's Behind The Recent Explosion In Private Credit</p></div></div></div>

第一资本金融

<p>在他的晨间回顾中，高盛 Delta-One 负责人 Rich Privorotsky 写道：“虽然我们都专注于 ORCL CDS 和 NVDA，也许我们应该关注的是 OWL 和 COF。” 当然，常规读者对私人信贷所面临的挑战已经非常了解，因为我们多年来一直在关注这个领域（见 “私人信贷最近爆炸性增长背后的原因”）</p>

高盛 Delta-One 负责人表示：‘当我们都专注于 ORCL CDS 和 NVDA 时，我们应该关注 OWL 和 Capital One Financial’