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But we saved everything 🙂.
Debt and equity investors are expressing apprehension about financial aspects linked to CoreWeave. Equity investors are worried about CoreWeave’s cost of debt, while debt investors are concerned about its cost of equity.
Alexander Stahel, Founder and CIO at Commodity Private Equity Fund, shared this perspective in a recent post.
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Stahel has recently addressed other financial risks in his commentary. In May, he discussed China’s unprecedented balance sheet recession affecting households and companies. Earlier coverage included his views on FX and broader risk conditions in financial markets.