The Bridge by iCapital

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.