In this episode of The Bridge by iCapital, Sadek Wahba, Founder and Chairman of I Squared Capital, breaks down how investing in essential, hard assets—from airports and water systems to power generation, fiber, and data centers—can play a critical role in portfolio construction.

He explores:

- Why infrastructure can offer long‑duration, inflation‑linked cash flows

- What digital infrastructure really includes — beyond just data centers - How diversification across sectors and regions helps manage risk

- Why the U.S. has underinvested in infrastructure for decades

- How public‑private partnerships are increasingly stepping in to fill the gap

From water and transport to AI‑driven digital demand, this conversation connects the fundamentals of infrastructure investing with the forces shaping its future.

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 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.