Alternative investing is gaining renewed attention as volatility rises, AI reshapes capital spending, and traditional 60/40 portfolios face new challenges. This episode of The Bid explores private markets, hedge funds, infrastructure, gold, and digital assets — and how alternatives may broaden diversification in today’s market regime.
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Key insights from this episode:
• Why traditional diversification has become harder in AI-driven markets
• How private markets have grown — and what tradeoffs they introduce
• Where infrastructure investing connects to AI and energy demand
• How hedge fund strategies seek lower-correlation return streams
• Why dispersion and volatility expand the opportunity set for alternatives
• How gold and digital assets fi...