# Inside Goldman Sachs’ Alternatives Playbook (w/ Kristin Olson) | #621 Page: https://stenobird.com/podcast/the-meb-faber-show-better-investing-743157/inside-goldman-sachs-alternatives-playbook-w-kristin-olson-621 Text version: https://stenobird.com/podcast/the-meb-faber-show-better-investing-743157/inside-goldman-sachs-alternatives-playbook-w-kristin-olson-621.md Podcast: [The Meb Faber Show - Better Investing](https://stenobird.com/podcast/the-meb-faber-show-better-investing-743157) Published: 2026-03-06T09:30:00+00:00 Episode link: https://traffic.megaphone.fm/TIFM3947623138.mp3?updated=1775779477 Audio file: https://traffic.megaphone.fm/TIFM3947623138.mp3?updated=1775779477 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-meb-faber-show-better-investing-743157/episodes/inside-goldman-sachs-alternatives-playbook-w-kristin-olson-621 Duration seconds: 2539 ## Resource My guest today is Kristin Olson, Global Head of Alternatives for Wealth at Goldman Sachs. Last year she was named one of the 100 Most Influential Women in US Finance by Barron’s. In today’s episode, Kristin discusses the explosive growth of the alternatives market over the past decade. She explains what has driven interest from individual investors, particularly millennials, and touches on recent volatility within software and private credit BDCs. Finally, she shares her expectations for the 2026 IPO market, the potential for renewed interest in hedge funds, and how AI is set to reshape sourcing, underwriting, and portfolio construction. (0:00) Starts (1:31) Introduction of Kristin Olson (3:16) Evolution of alternative investments (10:19) Secondary strategies (13:05) Private equity alpha and liquidity concerns (19:13) Private credit market concerns (22:29) Manager selection and due diligence (24:17) Non-traditional investments and hedge fund interest (27:17) Millennial interest in alternatives (31:40) Infrastructure and global opportunities ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: Register for Alpha Architect’s LIVE HIDE webinar on March 26th ⁠here⁠. Want to Learn More about Alpha Architect? Visit ⁠www.funds.alphaarchitect.com⁠ ⁠Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-meb-faber-show-better-investing-743157/episodes/inside-goldman-sachs-alternatives-playbook-w-kristin-olson-621/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-meb-faber-show-better-investing-743157/inside-goldman-sachs-alternatives-playbook-w-kristin-olson-621.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.