The Bridge by iCapital

In this episode of The Bridge, Sonali Basak, Chief Investment Strategist at iCapital, sits down with Steve Tananbaum, Founder and Chief Investment Officer of GoldenTree Asset Management, to discuss why today's software correction may be only halfway complete, how a structurally complex credit environment is creating selective opportunities for disciplined investors, and why this moment calls for valuation and downside protection ra...

In this episode of The Bridge, Sonali Basak, Chief Investment Strategist at iCapital, sits down with Jack Weingart, Chief Financial Officer of TPG, to discuss why the 2026 IPO surge is an anomaly rather than a trend, how the most significant value creation is increasingly happening in private markets before companies ever go public, and why today's IPO moment is masking a deeper structural shift that Weingart says is unlike anythin...

In this episode of The Bridge, Sonali Basak sits down with Victor Khosla, Founder & CIO of Strategic Value Partners, to discuss why "private credit" has become too broad a term to be meaningful, how opportunistic credit has evolved from distressed paper trading to actively owning and operating real assets, and why today's credit environment is unlike anything Khosla says he has seen in decades.

The conversation also covers the ...

In this episode of The Bridge by iCapital, Rob Sechan, Co-Founder of NewEdge Capital, joins our Chief Investment Strategist Sonali Basak to unpack why AI concentration in markets is more justified than it looks, and why the investors who get it wrong are often watching the wrong risks entirely.

From the arms race driving AI infrastructure spending to the disciplines that separate durable portfolios from reactive ones, Sechan offers...

In this episode of The Bridge by iCapital, John Waldron, President & COO of Goldman Sachs, joins Soali Basak to unpack why the economy is stronger than it looks, where AI fits into the growth picture, and why the next major opportunity in private markets may be closer than investors think.

From persistent inflation and elevated rates to the structural shift toward private credit and the evolution of capital markets, Waldron of...

In this episode of The Bridge by iCapital, Sadek Wahba, Founder and Chairman of I Squared Capital, breaks down how investing in essential, hard assets—from airports and water systems to power generation, fiber, and data centers—can play a critical role in portfolio construction.

He explores:

- Why infrastructure can offer long‑duration, inflation‑linked cash flows

- What digital infrastructure r...

In this episode of The Bridge by iCapital, Deven Parekh, Managing Partner at Insight Partners, joins host Sonali Basak, Chief Investment Strategist at iCapital, to unpack how AI is reshaping software investing — and why the next phase won’t be defined by hype, but by execution, durable moats, and who can adapt at speed.

They also explore why “AI vs. non‑AI” is becoming a false distinction, how markets over‑r...

In this episode of The Bridge by iCapital, host Sonali Basak sits down with Nouriel Roubini, Senior Economic Strategist at Hudson Bay, to reassess the long-term outlook for the global economy, and why he believes the coming decade could be defined by the most powerful wave of innovation in human history.

The conversation also tackles the near-term crosscurrents: geopolitical shocks, fiscal and monetary tension, labor disruptio...

In this episode of The Bridge by iCapital, Fortress co‑CEO Jack Neumark joins Sonali Basak, Chief Investment Strategist at iCapital, to unpack how private credit is changing, where risk is commonly misunderstood, and why structure, underwriting, and downside protection matter more than ever.

From asset‑backed lending and real estate credit to the shifting role of banks and the return of lender leverage, Neumark offers a grounded vi...