Blackstone Executive 0.3 1 idea
Head of Blackstone Private Equity Strategies (BXPE)
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Blackstone's retail private equity fund is up 20%, driven by bets on AI (SpaceX, OpenAI, data centers). While the broader private credit market faces liquidity concerns (Moody's warning), Blackstone has successfully pivoted to "AI infrastructure" and physical economy assets (energy, data centers) which are seeing massive demand signals. LONG. Liquidity mismatch in retail vehicles if panic selling occurs.
BX
Bloomberg Markets
Feb 26, 18:34
Head of Blackstone Private...