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Artwork for The Bridge by iCapital

The Bridge by iCapital

iCapital
Artificial Intelligence
Private Credit
Global Finance
Investing
Software
Infrastructure
Private Equity
Credit Markets
AQR Capital Management
Real Estate
Tikehau Capital
IPO Market
Quantitative Investing
Goldman Sachs
Newedge Capital
Vista Equity Partners
Bubble (tech Bubble)
Private Markets
Interest Rates
Private Credit Secondaries

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

PublishesWeeklyEpisodes18Founded3 months ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Bridge by iCapital

Latest Episodes

What happens when AI changes the rules of lending?

Sonali Basak, Chief Investment Strategist at iCapital, sits down with David Manlowe, CEO of Benefit Street Partners, to discuss why private credit may be moving beyond its golden age of broad outper... more

YouTube

What happens when strong performance starts to look a little too easy?

Sonali Basak, Chief Investment Strategist at iCapital, sits down with Greg Bond, Chief Investment Officer of Man Group, to discuss what is driving the strength of quantitative he... more

YouTube

Private credit is facing a reset. But could that create the best opportunities in years?

Sonali Basak, Chief Investment Strategist at iCapital, speaks with Mathieu Chabran, co-Founder of Tikehau Capital, about the recent volatility in private credit... more

YouTube

Sonali Basak, Chief Investment Strategist at iCapital, speaks with Al Rabil, CEO of Kayne Anderson, about why today’s real estate market may be far more dislocated than it appears.

While the broader economy looks stable, Rabil explains how rapid rat... more

YouTube

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Recent Guests

Greg Bond
CIO of Man Group, lead manager of flagship multi-strategy portfolio
Man Group
Episode: The Bridge Ep. 16: Can AI See What Investors Miss?
Mathieu Chabran
Co-founder of Tikehau Capital
Tikehau Capital
Episode: The Bridge Ep. 15: Private Credit's Return to Discipline
Al Rabil
CEO of Kayne Anderson
Kayne Anderson
Episode: The Bridge Ep. 14: Opportunity Hiding in a “Fine” Economy
Vivek Bantwal
Co-head of private credit at Goldman Sachs
Goldman Sachs
Episode: The Bridge Ep. 13: Good Credit Holds. Bad Credit Breaks
Jason Thomas
Head of Global Research and Investment Strategy at Carlyle
Carlyle
Episode: The Bridge Ep. 12: Value Is Moving Pre IPO. Where Do Investors Go Next?
Cliff Asness
Co-founder of AQR Capital Management
AQR Capital Management
Episode: The Bridge Ep. 11: Expensive Isn't a Bubble
David Breach
President of Vista Equity Partners
Vista Equity Partners
Episode: The Bridge Ep. 10: AI Broke the Rule of 40. Meet the Rule of 70.
Steve Tananbaum
Founder and CIO of GoldenTree Asset Management
GoldenTree Asset Management
Episode: The Bridge Ep. 9 | Software's on Sale. Is the Correction Over?
Jack Weingart
Chief Financial Officer
TPG
Episode: The Bridge Ep. 8 | Behind the IPO Headlines: How AI is Restructuring Private Markets

Host

Sonali Basak
Host of The Bridge with a focus on integrating investing intelligence with market-shaping decisions.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#192
France/Business/Investing
Apple Podcasts
#206
Hong Kong/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

The Bridge Ep. 16: Can AI See What Investors Miss?
Q: Has AI truly changed the research process, and how do you balance automation with the need for human judgment?
Bond notes that AI acts like a digital researcher that can significantly boost productivity, but emphasizes the need for human oversight, governance, and a framework to check model outputs to avoid over-reliance and to preserve first principles.
The Bridge Ep. 16: Can AI See What Investors Miss?
Q: What is different about this moment for quantitative hedge funds with AI, and how is AI changing the balance between alpha and beta?
Greg Bond explains that AI is enabling deeper exploration of strategy drivers beyond traditional beta, increasing dispersion opportunities and pushing firms to differentiate through truly uncorrelated signals and longer-horizon alpha signals, while maintaining risk controls and liquidity.
The Bridge Ep. 15: Private Credit's Return to Discipline
Q: What should investors watch for to maintain discipline and avoid past mistakes?
Investors should scrutinize alignment of interests between managers and investors, avoid over-leveraging in fund structures like evergreen vehicles, ensure rigorous underwriting standards, and be mindful of the need to deploy capital without diluting performance. The conversation stresses the importance of being patient, avoiding herd behavior, and using a mix of core and selective opportunities to preserve long-term returns.
The Bridge Ep. 15: Private Credit's Return to Discipline
Q: Could you describe the current state of private credit and the drivers of volatility?
The guest explains that private credit is moving from an era dominated by abundant liquidity to a more disciplined, differentiated market. The emphasis is on conservative underwriting, proper asset-liability management, and a focus on covariance of leverage, documentation, and governance. Secondary markets and private debt secondaries offer liquidity and opportunistic pricing, while disruptions from macro cycles and technology shifts call for careful due diligence and bespoke financing where appropriate.
The Bridge Ep. 10: AI Broke the Rule of 40. Meet the Rule of 70.
Q: What role does data play in building durable AI advantages for portfolio companies?
Proprietary data, especially when scaled across many customers and contextualized for specific use cases, creates a powerful moat that supports internally trained, enterprise-specific AI solutions, making it harder for frontier models alone to displace core software.

Audience Metrics

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Frequently Asked Questions About The Bridge by iCapital

What is The Bridge by iCapital about and what kind of topics does it cover?

This show centers finance, investing strategy, and market dynamics through conversations with senior leaders across private equity, credit markets, private capital, and technology-enabled investing. Across recent episodes, topics include AI-driven productivity, private credit cycles, IPO environments in private markets, value creation through enterprise AI, and the role of data, incumbency, and macro factors in shaping investment decisions. A notable throughline is how large asset managers and private equity firms view AI adoption, portfolio construction, and capital allocation, with practical takeaways on risk management, valuation, and strategic bets. The cadence of episodes tends to center on real-world applications, market cycles, and h... more

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Which podcasts are similar to The Bridge by iCapital?

These podcasts share a similar audience with The Bridge by iCapital:

1. Invest Like the Best with Patrick O'Shaughnessy
2. Excess Returns
3. Capital Allocators – Inside the Institutional Investment Industry
4. The Real Eisman Playbook
5. Flirting with Models

How many episodes of The Bridge by iCapital are there?

The Bridge by iCapital launched 3 months ago and published 18 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Bridge by iCapital?

Recent guests on The Bridge by iCapital include:

1. Greg Bond
2. Mathieu Chabran
3. Al Rabil
4. Vivek Bantwal
5. Jason Thomas
6. Cliff Asness
7. David Breach
8. Steve Tananbaum

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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