The Bridge by iCapital

The Bridge Ep. 24: Who Pays for AI?

The Bridge Ep. 23: Can AI Deliver Returns, Not Just Hype?

Rising interest rates challenge the AI trade by increasing discount rates, thereby devaluing future cash flows critical to venture-backed and frontier AI companies. While AI currently contributes roughly half of the two percent GDP growth, its pervasive influence across S&P 500 returns, venture capital, and public cred...

The Bridge Ep. 22: Who Really Benefits From AI?

The Bridge Ep. 21: What the Headlines Miss About Private Credit

The Bridge Ep. 20: Do Private Markets Need More Liquidity?

The Bridge Ep. 19: The Boring Way to Invest in AI

Infrastructure investment has shifted from a niche, municipal-backed sector to a critical global asset class, driven by the massive capital requirements of AI-enabled data centers and the energy transition. Mike Dorrell, CEO of StonePeak, emphasizes that successful infrastructure strategy relies on long-term, predictab...

The Bridge Ep. 18: Will AI Replace Jobs Or Create Them?

The Bridge Ep. 17: Is Private Credit's Golden Age Over?

The Bridge Ep. 16: Can AI See What Investors Miss?

Quantitative hedge funds are shifting from traditional beta-heavy models toward sophisticated, AI-driven strategies that prioritize uncorrelated alpha. Greg Bond, CIO of Man Group, emphasizes that while AI enhances research productivity by acting as a "digital researcher," it requires rigorous oversight to avoid the pi...

The Bridge Ep. 15: Private Credit's Return to Discipline

The Bridge Ep. 14: Opportunity Hiding in a “Fine” Economy

The Bridge Ep. 13: Good Credit Holds. Bad Credit Breaks

The Bridge Ep. 12: Value Is Moving Pre IPO. Where Do Investors Go Next?

The Bridge Ep. 11: Expensive Isn't a Bubble

Quantitative investing pioneer Cliff Asness, co-founder of AQR Capital Management, examines the challenges of achieving diversification in a market where stock and bond correlations have shifted. While acknowledging that current market valuations are high, he distinguishes between general market expensiveness and true ...

The Bridge Ep. 10: AI Broke the Rule of 40. Meet the Rule of 70.

The Bridge Ep. 9 | Software's on Sale. Is the Correction Over?

The Bridge Ep. 8 | Behind the IPO Headlines: How AI is Restructuring Private Markets

The Bridge Ep. 7 | Private Credit Isn't What You Think Anymore

The Bridge Ep. 6 | Everyone's Buying AI But Nobody Sees the Risk Coming

The Bridge Ep. 5: The Economy is Booming. Nobody Knows if it Will Last