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Sonali Basak
Chief Investment Strategist at iCapital and former Bloomberg finance correspondent, appearing to discuss private credit, BDCs, and private markets with data-driven insights.
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Oct 24, 2025
• 1h 11min
It’s Only a Bubble If You Panic
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Sonali Basak, Chief Investment Strategist at iCapital and former Bloomberg finance correspondent, provides keen insights into the private credit landscape. She discusses recent scrutiny over private credit, particularly with bankruptcies like First Brands. The conversation covers the importance of manager disclosure, the growth of private credit since 2008, and the risks associated with it. Sonali highlights the appeal of data center leases and new niches in private credit, urging rigorous diligence for investors navigating these complex markets.
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