Inside Goldman Sachs’ Alternatives Playbook (w/ Kristin Olson) | #621

The Meb Faber Show - Better Investing

The Idea Farm

Management, Investing, Business

4.8 • 978 Ratings

🗓️ 6 March 2026

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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 ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: Register for Alpha Architect’s LIVE HIDE webinar on March 26th ⁠here⁠. Want to Learn More about Alpha Architect? Visit ⁠www.funds.alphaarchitect.com⁠ ⁠Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- 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. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Medfavor Show, where the focus is on helping you grow and preserve your wealth.
0:10.9	Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser.
0:16.9	Better investing starts here.
0:19.5	Metfabor is the co-founder and chief investment officer at Cambria Investment Management.
0:22.5	Did it industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:25.8	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of Cambria investment management or its affiliates.
0:31.2	For more information, visit cambrain investments.com.
0:34.6	Markets don't always move in one direction, and macro regimes rarely repeat.
0:39.6	Investors may remember 2020 when the market experience one of the fastest deflationary shocks ever recorded.
0:46.4	Fast forward two years to 2022, and advisors navigated a rapid inflationary cycle with unprecedented hiking of rates.
0:55.0	Traditional portfolios likely failed to diversify.
0:58.4	The challenge isn't predicting what's next.
1:00.9	It's preparing for whatever the market may throw your way.
1:04.1	Join the Alpha Architect team live on March 26 to explore how trend-following exposures
1:09.2	like the Alpha Architect high inflation and deflation
1:12.5	ETF, ticker symbol Hyde, HIDE, may help build more robust evidence-based portfolios.
1:19.5	Use the link in the show notes to register.
1:22.0	Welcome back, everybody.
1:23.9	Today's guest is Kristen Olson.
1:25.9	Kristen is global head of alternatives for wealth at Goldman Sachs was named to the firm's
1:30.4	management committee earlier this year.
1:32.6	In her role, she oversees the Global Alternatives Platform and Alternatives Product Strategy
	...

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