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.
The Bridge Ep. 27: Private Credit's Moment of Truth
Private credit has become one of the fastest-growing areas of alternative investing, but its biggest test may still lie ahead.
In Episode 27 of The Bridge, Sonali Basak sits down with Brendan McGovern, head of private credit at 26North, to discuss the approaching wave of loan maturities, why underwriting discipline matters more than ever, and how managers can differentiate themselves in a tougher market environment.
Sonali and Brendan explore the opportunities emerging beyond direct lending, including asset-backed finance, the role of restructurings in the next phase of the credit cycle, and why long-term values relies on investors embracing the illiquid nature of private assets.
From downside protection to patient capital, this episode examines what may separate winners from losers as private credit enters its next chapter.
21 Oct 2026
The Bridge Ep. 26: Is Technology Rewiring the Future of Private Markets?
How will artificial intelligence, data connectivity, and evolving infrastructure reshape the future of wealth management?
In Episode 26 of The Bridge, Sonali Basak sits down with Lawrence Calcano, Chairman and CEO of iCapital, for a wide-ranging conversation on the technologies transforming financial services.
Lawrence shares why he believes AI will enhance rather than replace financial advisors, how partnerships with Anthropic and DTCC are helping address industry-wide challenges, and why education remains critical to the broader adoption of private markets. They also explore the growing importance of data connectivity, the future of tokenization, leadership lessons from scaling iCapital, and the company's vision for what comes next.
From AI governance to private market infrastructure, this episode offers an inside look at what's driving the next chapter of wealth management.
14 Oct 2026
The Bridge Ep. 25: What's Really Driving Inflation and Market Volatility?
Has the Fed entered a new era?
In Episode 25 of The Bridge, host Sonali Basak, Chief Investment Strategist at iCapital, sits down with Stephen Miran, senior strategist at Hudson Bay Capital Management and former Federal Reserve Governor, to unpack the forces reshaping markets today.
They explore why rising Treasury yields may reflect stronger growth expectations rather than inflation fears, how changing Fed dynamics are contributing to market volatility, and why commonly cited inflation measures may not tell the full story. The conversation also examines housing affordability, supply constraints, global trade shifts, and what investors should watch as governments, central banks, and businesses navigate a rapidly evolving economic landscape.
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