{"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. 6 | Everyone's Buying AI But Nobody Sees the Risk Coming","slug":"the-bridge-ep-6-everyone-s-buying-ai-but-nobody-sees-the-risk-coming","published_at":"2026-05-27T18:01:12+00:00","page_url":"https://stenobird.com/podcast/the-bridge-by-icapital-7851303/the-bridge-ep-6-everyone-s-buying-ai-but-nobody-sees-the-risk-coming","show_page_url":"https://stenobird.com/podcast/the-bridge-by-icapital-7851303","url":"https://thebridge.icapital.com/e/the-bridge-ep-6-everyones-buying-ai-but-nobody-sees-the-risk-coming/","audio_url":"https://mgln.ai/e/p1185705/mcdn.podbean.com/mf/web/cfh7yxoyvn618g1q/The_Bridge_Rob_Sechan_NewEdge-Final-Podcast-rev.mp4","summary":"In this episode of The Bridge by iCapital, Rob Sechan, Co-Founder of NewEdge Capital, joins our Chief Investment Strategist Sonali Basak to unpack why AI concentration in markets is more justified than it looks, and why the investors who get it wrong are often watching the wrong risks entirely. From the arms race driving AI infrastructure spending to the disciplines that separate durable portfolios from reactive ones, Sechan offers a grounded framework for navigating elevated valuations alongside constant macro noise. He makes the case that quality, diversification, and opportunistic allocation still win across cycles, and that the next major risk is almost certainly not the one investors are focused on.","meta_description":"In this episode of The Bridge by iCapital, Rob Sechan, Co-Founder of NewEdge Capital, joins our Chief Investment Strategist Sonali Basak to unpack why AI…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2169,"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-6-everyone-s-buying-ai-but-nobody-sees-the-risk-coming/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-6-everyone-s-buying-ai-but-nobody-sees-the-risk-coming.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}