On The Tape with Danny Moses

Sonali Basak: iCapital Chief Investment Strategist Makes Podcast Debut

Oct 1, 2025
Sonali Basak, Chief Investment Strategist at iCapital and former Bloomberg anchor, makes her podcast debut. She reflects on her journey from media to finance, emphasizing investor education. Sonali shares insights on the current state of the Fed's policies and both equity and fixed income markets. She discusses the evolving K-shaped economy and the impact of AI on labor. They also delve into private market strategies and the importance of diligent fund selection in a shifting economic landscape.
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ANECDOTE

From College To Bloomberg Finance Beat

  • Sonali Basak described her path from studying economics and journalism to covering finance at Bloomberg.
  • She chose insurance coverage early to learn complex systemic risks after the AIG crisis and it shaped her beat.
ANECDOTE

Launching 'Bullish' At Bloomberg

  • Sonali launched and hosted Bullish at Bloomberg as an experiment with six episodes.
  • She described it as a dream project that combined production and finance conversations like her long interview with Ken Griffin.
INSIGHT

Private Markets Have Massive Return Dispersion

  • Private markets show much larger dispersion of returns compared with public markets, making selection critical.
  • Sonali aims to help investors find top-quartile private funds and parse where real alpha lives amid varied asset types.
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