The Bridge by iCapital

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 offers a grounded, cautiously constructive view of where we are, and what it will take for AI to deliver the growth the market is pricing in.

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 really includes — beyond just data centers - How diversification across sectors and regions helps manage risk

- Why the U.S. has underinvested in infrastructure for decades

- How public‑private partnerships are increasingly stepping in to fill the gap

From water and transport to AI‑driven digital demand, this conversation connects the fundamentals of infrastructure investing with the forces shaping its future.

The Bridge gives listeners a seat at the table with the leaders shaping what comes next. Hosted by Sonali Basak, Chief Investment Strategist at iCapital, each episode connects investing intelligence with the decisions and strategies shaping the markets.

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‑rotate on software sentiment, and what typically stops a runaway cycle: a meaningful miss that shifts demand expectations, tightens capital, and resets valuations.

In this episode of The Bridge by iCapital, host Sonali Basak, Chief Investment Strategist at iCapital, 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 disruption, and inflation anxiety. While these pressures may create short‑term volatility, Roubini argues they remain second‑order compared to the secular tailwind of technology reshaping the global economy.

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 view of where opportunity is emerging, and how disciplined investors are positioning for durability across cycles.