Whitney Tilson's Daily
'Arrogance' in the private-credit market; Meta Platforms plans sweeping layoffs due to AI costs; Barron's published a beautiful piece about my friend Guy Spier; I ran the NYC Half Marathon
1) Following up on the turmoil in the private-credit market, which I wrote about last Thursday and Friday… Last night, the Wall Street Journal reported on blunt comments made by John Zito, co-president of the asset-management arm of Apollo Global Management (APO), one of private credit's largest players: Zito called out "arrogance" in private markets, […]
March 16, 2026
|Whitney Tilson