Uploaded September 2025 | Updated September 2026, 17 hours ago
Investor Sender Cohen - former Chief Investment Officer for the Schusterman family office and a close collaborator of George Soros and Stanley Druckenmiller - explains why speculative bubbles often drive long-term innovation and growth.
He breaks down why financial bubbles, despite their bad reputation, can actually be incredibly productive. In this clip from Invested, he explains how bubbles drive innovation, lay critical infrastructure, and create the talent density needed to fuel the next generation of startups. From the telecom crash of the 90s to today’s AI boom, Sender makes the case that short-term pain can lead to long-term gain.
Topics covered:
- Financial bubbles and their hidden benefits
- Lessons from working with George Soros and Stanley Druckenmiller
- The role of bubbles in building long-term tech infrastructure
- How Israel and the Gulf region can lead the next innovation wave
Watch the full episode for more insights on tech, investing, and building Israel’s future.
Subscribe to Invested here: https://content.aleph.vc/invested
Learn more about Aleph: aleph.vc
Sign up for Aleph’s monthly email newsletter: https://newsletter.aleph.vc/
Follow Michael on Twitter: twitter.com/mikeeisenberg
Follow Michael on LinkedIn: linkedin.com/in/mieisenberg
Follow Aleph on LinkedIn: linkedin.com/in/aleph-vc
Follow Aleph on Instagram: instagram.com/aleph.vc
Investor Sender Cohen - former Chief Investment Officer for the Schusterman family office and a close collaborator of George Soros and Stanley Druckenmiller - explains why speculative bubbles often drive long-term innovation and growth.
He breaks down why financial bubbles, despite their bad reputation, can actually be incredibly productive. In this clip from Invested, he explains how bubbles drive innovation, lay critical infrastructure, and create the talent density needed to fuel the next generation of startups. From the telecom crash of the 90s to today’s AI boom, Sender makes the case that short-term pain can lead to long-term gain.
Topics covered:
- Financial bubbles and their hidden benefits
- Lessons from working with George Soros and Stanley Druckenmiller
- The role of bubbles in building long-term tech infrastructure
- How Israel and the Gulf region can lead the next innovation wave
Watch the full episode for more insights on tech, investing, and building Israel’s future.
Subscribe to Invested here: https://content.aleph.vc/invested
Learn more about Aleph: aleph.vc
Sign up for Aleph’s monthly email newsletter: https://newsletter.aleph.vc/
Follow Michael on Twitter: twitter.com/mikeeisenberg
Follow Michael on LinkedIn: linkedin.com/in/mieisenberg
Follow Aleph on LinkedIn: linkedin.com/in/aleph-vc
Follow Aleph on Instagram: instagram.com/aleph.vc
