The Universal Owner — Crowded Into Compute (Mon, Jun 29, 2026)

from The Universal Owner · host Universal Asset Owners

Sovereign funds tripled their private-markets deal-making in 2025 while pensions pulled back. The Deputy Editor on why the world's biggest owners are making the same AI-infrastructure bet at the same time — the off-balance-sheet daisy chain, the GPU-depreciation question, and what a universal owner does next. Full brief: https://www.universalassetowners.com/intelligence/uao-daily-brief-2026-06-29/

Episode metadata supplied by the publisher feed · Published Jun 29, 2026

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The Universal Owner — Crowded Into Compute (Mon, Jun 29, 2026)

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