<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>

第一資本金融

<p>在他的晨間回顧中，高盛 Delta-One 負責人 Rich Privorotsky 寫道：“雖然我們都專注於 ORCL CDS 和 NVDA，也許我們應該關注的是 OWL 和 COF。” 當然，常規讀者對私人信貸所面臨的挑戰已經非常瞭解，因為我們多年來一直在關注這個領域（見 “私人信貸最近爆炸性增長背後的原因”）</p>

高盛 Delta-One 負責人表示：‘當我們都專注於 ORCL CDS 和 NVDA 時，我們應該關注 OWL 和 Capital One Financial’