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 i n sight s with the underlying decisions and strategies shaping the markets .
Private markets have become essential for individual investors as public equity markets consolidate and the number of public companies declines. Value creation now predominantly occurs within the private sector, necessitating broader access for non-institutional participants. Erik Hirsch of Hamilton Lane emphasizes tha...
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...
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...
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...
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 ...
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