Sonali Basak: Building “The Bridge” Investors Can Walk Across
About this episode
Sonali Basak discusses her transition to iCapital and the implications of AI economics on investment strategies.
Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Checkout WAWD on Substack: https://whatarewedoingonthedesk.substack.com/OTT Sonali joins the podcast on the one-year anniversary of moving from Bloomberg to iCapital, discussing her media series “The Bridge” and iCapital’s reach across wealth and asset managers. The conversation centers on AI economics, especially how declining token costs shift value along the “AI food chain,” with hyperscalers capturing a large share while software and enterprises benefit as costs fall, and with demand (Jevons paradox) potentially sustaining aggregate spend and CapEx. They address rising APAC innovation, why frontier labs pursue IPOs amid heavy cash burn and broad access to debt and equity, and the new NVIDIA-led $500B compute financing platform as Wall Street crowds into AI while investors struggle to diversify as infrastructure, power, and data centers converge. They discuss abundant 2026 liquidity that may tighten, oil’s impact on consumers and second-half caution, hedge fund crowding and the situational awareness leverage unwind, valuation dispersion (semis vs…
People in this episode
Host: Danny Moses
Guest: Sonali Basak
Topics covered
- AI economics
- investment strategies
- market trends
- liquidity
- hedge funds
- APAC innovation
Keywords
- AI food chain
- Jevons paradox
- compute financing
- valuation dispersion
- Treasury basis-trade
- international exposure
Sponsors
Kalshi
Mentioned in this episode
Organizations: Bloomberg, iCapital, NVIDIA, RiskReversal Media
More episodes of On The Tape with Danny Moses
- Cameron Dawson: "Always Remember, Price Leads Data"
- Ned Michaels: Providing Commentary Both On And Off The Course
- Nicole Kagan: Empowering Kalshi Through Research
- Bob Elliott: TIPS For Making Money In These Markets
Explore listener stats, chart rankings, contacts and more on the On The Tape with Danny Moses podcast page.