{"podcast":{"title":"The Bridge by iCapital","slug":"the-bridge-by-icapital-7851303","podcast_index_feed_id":7851303,"rss_url":"https://thebridge.icapital.com/feed.xml","website_url":"https://thebridge.icapital.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/22120668/THE_BRIDGE_KEY_ART_2048.jpg","author":"iCapital","episode_count":14,"summary":"The Bridge gives listeners a seat at the table with the leaders shaping what comes next. Hosted by Sonali Basak, each episode connects investing intelligence and i n sight s with the underlying decisions and strategies shaping the markets .","last_synced_at":"2026-07-16T02:31:03.631908+00:00","page_url":"https://stenobird.com/podcast/the-bridge-by-icapital-7851303"},"episode":{"title":"The Bridge Ep. 4: How Infrastructure Really Fits Into a Modern Portfolio","slug":"the-bridge-ep-4-how-infrastructure-really-fits-into-a-modern-portfolio","published_at":"2026-05-13T14:50:28+00:00","page_url":"https://stenobird.com/podcast/the-bridge-by-icapital-7851303/the-bridge-ep-4-how-infrastructure-really-fits-into-a-modern-portfolio","show_page_url":"https://stenobird.com/podcast/the-bridge-by-icapital-7851303","url":"https://thebridge.icapital.com/e/the-bridge-ep-4-how-infrastructure-really-fits-into-a-modern-portfolio/","audio_url":"https://mgln.ai/e/p1185705/mcdn.podbean.com/mf/web/rg6i793cakdxeiek/Bridge-Sadek_Wabha-ISquared-Final-Podcast.mp4","summary":"In this episode of The Bridge by iCapital, Sadek Wahba, Founder and Chairman of I Squared Capital, breaks down how investing in essential, hard assets—from airports and water systems to power generation, fiber, and data centers—can play a critical role in portfolio construction. He explores: - Why infrastructure can offer long‑duration, inflation‑linked cash flows - What digital infrastructure really includes — beyond just data centers - How diversification across sectors and regions helps manage risk - Why the U.S. has underinvested in infrastructure for decades - How public‑private partnerships are increasingly stepping in to fill the gap From water and transport to AI‑driven digital demand, this conversation connects the fundamentals of infrastructure investing with the forces shaping its future.","meta_description":"In this episode of The Bridge by iCapital, Sadek Wahba, Founder and Chairman of I Squared Capital, breaks down how investing in essential, hard assets—fro…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1614,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-bridge-by-icapital-7851303/episodes/the-bridge-ep-4-how-infrastructure-really-fits-into-a-modern-portfolio/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-bridge-by-icapital-7851303/the-bridge-ep-4-how-infrastructure-really-fits-into-a-modern-portfolio.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}