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The Bridge Ep. 13: Good Credit Holds. Bad Credit Breaks

What’s actually breaking in private credit—and what isn’t? Sonali Basak and Goldman Sachs’ Vivek Bantwal explore market volatility, borrower quality, capital flows, and why disciplined underwriting is separating winners from losers.

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35:28
The Bridge Ep. 13: Good Credit Holds. Bad Credit Breaks
The Bridge Ep. 13: Good Credit Holds. Bad Credit Breaks
47:59
The Bridge Ep. 12: Value Is Moving Pre IPO. Where Do Investors Go Next?
The Bridge Ep. 12: Value Is Moving Pre IPO. Where Do Investors Go Next?
1:00:11
The Bridge Ep. 11: Expensive Isn't a Bubble
The Bridge Ep. 11: Expensive Isn't a Bubble
38:10
The Bridge Ep. 10: AI Broke the Rule of 40. Meet the Rule of 70.
The Bridge Ep. 10: AI Broke the Rule of 40. Meet the Rule of 70.
31:11
The Bridge Ep. 9 | Software's on Sale. Is the Correction Over?
The Bridge Ep. 9 | Software's on Sale. Is the Correction Over?
32:19
The Bridge Ep. 7 | Private Credit Isn't What You Think Anymore
The Bridge Ep. 7 | Private Credit Isn't What You Think Anymore
46:52
The Bridge Ep. 5: The Economy is Booming. Nobody Knows if it Will Last
The Bridge Ep. 5: The Economy is Booming. Nobody Knows if it Will Last
25:23
The Bridge Ep. 4: How Infrastructure Really Fits Into a Modern Portfolio
The Bridge Ep. 4: How Infrastructure Really Fits Into a Modern Portfolio
35:37
The Bridge Ep. 3: When Markets Over-Rotate—and Innovation Doesn’t
The Bridge Ep. 3: When Markets Over-Rotate—and Innovation Doesn’t
36:56
The Bridge Ep. 2: A Cambrian Explosion of Innovation
The Bridge Ep. 2: A Cambrian Explosion of Innovation
25:56
The Bridge Ep. 1: You Have to Structure the Deal Right—On the Buy
The Bridge Ep. 1: You Have to Structure the Deal Right—On the Buy
20:15
Beyond 60/40 Ep. 55: What’s Next for Wealth Management in an AI Era
Beyond 60/40 Ep. 55: What’s Next for Wealth Management in an AI Era
20:25
Beyond 60/40 Ep. 54: Why It’s Still a Bull Market for Advice
Beyond 60/40 Ep. 54: Why It’s Still a Bull Market for Advice
31:18
Monthly Alts Pulse Ep. 19 - From Access to Advantage in Private Markets
Monthly Alts Pulse Ep. 19 - From Access to Advantage in Private Markets
21:17
Beyond 60/40 Ep. 53: How AI Is Redefining Software Growth
Beyond 60/40 Ep. 53: How AI Is Redefining Software Growth

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