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
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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.
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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
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