Sonali Basak is the chief investment strategist for iCapital. She joins Phil Rosen on stage at Future Proof for a live episode of Full Signal to discuss the Federal Reserve's first rate hike in 3 years, funding the AI infrastructure buildout, hyperscalers tapping debt markets, and her favorite opportunities in the market right now.Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/TIMESTAMPS:0:00 - First Fed hike in 3 years3:11 - AI capex fueling growth5:56 - Financing the AI buildout9:22 - Treasury vs. Fed in bond market11:05 - Rising 10-year yield risks14:57 - Financials & Industrials17:42 - AI bear case and sell-off22:14 - What will we be wrong about?25:34 - Public-to-private VC research28:29 - iCapital research#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
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