Insightful Investor

By Alex Shahidi

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Category: Investing

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Subscribers: 6
Reviews: 0
Episodes: 140

Description

The Insightful Investor is a weekly podcast hosted by Alex Shahidi, Co-CIO of one of the nation’s leading RIAs. In a conversational, “fireside chat” format, Alex interacts with some of the world’s premier investors and business icons to share market insights rarely found elsewhere. While many investors echo common sentiments, our “insights” include concepts that we believe are counterintuitive, widely misunderstood, or underappreciated. With over two decades of experience managing billions of dollars in client assets, Alex offers unique access to some of the industry’s top thinkers. He has authored two investment books and contributed to leading journals, and he consistently ranks among the elite financial advisors by Forbes and Barron’s. As an independent and innovative voice, Alex offers a fresh take on investing. We invite you to tune in and would love to hear your feedback. https://insightfulinvestor.org/

Episode Date
#139 - Bob Steers: Four Decades of Real Assets Investing
Sep 08, 2026
#138 - David Booth: Evidence Over Noise
Sep 01, 2026
#137 - Ken Kencel: Private Credit Beyond the Headlines
Aug 25, 2026
#136 - Cathie Wood: Not Another 1999
Aug 18, 2026
#135 - Luke Sarsfield: Finding Alpha in Private Markets
Aug 11, 2026
#134 - Steve Ketchum: No Called Strikes in Private Credit
Aug 04, 2026
#133 - Jan van Eck: Macro Forces Shape Markets
Jul 28, 2026
#132 - Steven Klinsky: Private Markets as Operational Edge
Jul 21, 2026
#131 - Jason Schwarz: Scaling Institutional Private Markets
Jul 14, 2026
#130 - Bihua Chen: Inside Biotech Investing
Jul 07, 2026
#129 - Cathy Marcus: Real Estate Reset
Jun 30, 2026
#128 - Sarah Ketterer: Temporary Setbacks, Durable Businesses
Jun 23, 2026
#127 - Brian D'Arcy: Institutional Sports Investing
Jun 16, 2026
#126 - Greg Bond: Alpha at Scale, AI for Collaboration
Jun 09, 2026
#125 - Paul Desmarais III: Right to Win, Built to Last
Jun 02, 2026
#124 - Robert Smith: Enterprise Software, AI, Agentic Execution
May 26, 2026
#123 - Chris Davis: Stewardship, Patience, Value Investing
May 19, 2026
#122 - Doug Merritt: Cybersecurity Risk in the AI Era
May 12, 2026
#121 - Matt McLennan: Resilient Wealth Creation, Patience, Gold
May 05, 2026
#120 - Michael Nierenberg: Rithm’s Evolution Beyond a REIT
Apr 28, 2026
#119 - David Eichhorn: Client‑Focused Solutions at Scale
Apr 21, 2026
#118 - Jon Hirtle: The True OCIO Playbook
Apr 14, 2026
#117 - Rod Wong: Biotech Innovation, Real Outcomes
Apr 07, 2026
#116 - Kevin Carter: EM Internet Opportunities & Risks
Mar 31, 2026
#115 - Dr. Szymanski: Building Healthspan with Medicine 3.0
Mar 24, 2026
#114 - Michael Gross: Private Credit Crowding, Complexity Alpha
Mar 17, 2026
#113 - Young Lee & Asheesh Gupta: Audax AI Value Creation
Mar 10, 2026
#112 - Carl Kaufman: Public Credit Risk Discipline
Mar 03, 2026
#111: Jack Sommers: Culture, Principles, Focus, Always
Feb 24, 2026
#110 - Leland Clemons: Bond ETF Innovation
Feb 17, 2026
#109 - Josh Jones: The Three Circle Playbook
Feb 10, 2026
#108 - David Wright: Quant Investing & AI Explained
Feb 03, 2026
#107 - Jenny Johnson: Innovating at Trillion‑Dollar Scale
Jan 27, 2026
#106 - Ross Glotzbach: Long‑Term Concentrated Engaged Value
Jan 20, 2026
#105 - Josh Baumgarten: Credit Investing Across Firm Sizes
Jan 13, 2026
#104 - Jim Gianopulos: The Evolution of Hollywood and Tech
Jan 06, 2026
#103 - Alex Shahidi: Top 10 Insights of 2025 (Part 2)
Dec 30, 2025
#102 - Alex Shahidi: Top 10 Insights of 2025 (Part 1)
Dec 23, 2025
#101 - Pablos Holman: Hacking, Deep Tech & AI
Dec 16, 2025
#100 - Rajiv Jain: AI Hype Echoes Past Tech Bubble Risks
Dec 09, 2025
#99 - Joe Davis: Megatrends and the Tug-of-War Economy
Dec 02, 2025
#98 - Mark Sear: Industry Evolution
Nov 25, 2025
#97 - Paul Pagnato: Inside the Longevity Revolution
Nov 18, 2025
#96 - Aakash Doshi: The Strategic Case for Gold
Nov 11, 2025
#95 - Howard Levkowitz: The Past, Present, and Future of Private Credit
Nov 04, 2025
#94 - Gabriel Caillaux: Growth Equity in a Tech-Driven Market
Oct 28, 2025
#93 - Alex Ehrlich: The Leadership Pyramid, Team-Centered Culture
Oct 21, 2025
#92 - Kipp deVeer: Steering Ares’ Growth in Alternatives
Oct 14, 2025
#91 - Steven Romick: Value, Quality, and Adaptability
Oct 07, 2025
#90 - Adam Blitz: The Hedge Fund Playbook
Sep 30, 2025
#89 - Brock Sutton: Adapting to the AI Era
Sep 23, 2025
#88 - Bruno del Ama: Leadership, Spirituality, Growth, Fulfillment
Sep 16, 2025
#87 - Eduardo Repetto: Financial Science Meets Portfolio Innovation
Sep 09, 2025
#86 - Jason Thomas: Inflation, AI Economics, Tariffs, Private Markets
Sep 02, 2025
#85 - Darell Krasnoff: Wealth Management Evolution, Leadership
Aug 26, 2025
#84 - Carl Ross: EM Debt, Global Shifts, Opportunities
Aug 19, 2025
#83 - Yie-Hsin Hung: Leadership, Innovation, Adaptability
Aug 12, 2025
#82 - Tony Davidow: Alternatives, Education, Bridging Investor Gaps
Aug 05, 2025
#81 - Blake Johnson: Entrepreneurship, Bootstrapping, Resilience
Jul 29, 2025
#80 - Andrew Metrick: Master Class in Financial Crises & Bank Runs
Jul 22, 2025
#79 - Jon Gray: Leadership, Scaling Blackstone, Market Trends
Jul 15, 2025
#78 - Leonard Kleinrock: Internet Creation, AI Future
Jul 08, 2025
#77 - Charlie Ruffel: Asset Management Industry Evolution, Alternatives
Jul 01, 2025
#76 - Jeff Huber: Innovation, Google, GRAIL, Triatomic
Jun 24, 2025
#75 - Liz Ann Sonders: Investing Principles, Inflation, Instability, Diversification
Jun 17, 2025
#74 - Alan Waxman: Sixth Street, Leadership, Outlook
Jun 10, 2025
#73 - Greg Sharenow: Inflation History, Outlook, and Hedging
Jun 03, 2025
#72 - Damien Bisserier: Bridgewater Lessons, Advising Families, Diversification
May 27, 2025
#71 - David Rutherford: Navy Seal Mindset, Embracing Fear
May 20, 2025
#70 - David Powers: Wasatch Culture, Market Cycles, Long-Term
May 13, 2025
#69 - Bob Louzan: Asset-Based Lending, Downside Protection
May 06, 2025
#68 - Andrew Sheiner: Private Equity, Selectivity, Discipline
Apr 29, 2025
#67 - Soo Chuen Tan: Long-Term Equity Investing
Apr 22, 2025
#66 - Jason Illian: Leadership, Legacy, Principles
Apr 15, 2025
#65 - Julian Brigden: Macro and Market Outlook
Apr 08, 2025
#64 - Katie Koch: Effective Leadership
Apr 01, 2025
#63 - Paul Podolsky: Art and Science in Investing
Mar 25, 2025
#62 - Jeffrey Gundlach: Big Picture Outlook
Mar 18, 2025
#61 - Jonathan Ruffer: Financial History, Market Cycles, Outlook
Mar 11, 2025
#60 - Josh Kanter: Legacy Building, Family Owner’s Manual
Mar 04, 2025
#59 - Bob Prince: Portfolio Engineering, Psychology of Investing
Feb 25, 2025
#58 - Richard Orlando: Wealth Psychology & Legacy
Feb 18, 2025
#57 - Jeff Gardner: Investment Philosophy, Outlook
Feb 11, 2025
#56 - Adam Katz: Activist Investing Insights
Feb 04, 2025
#55 - Lawrence Golub: Private Credit Evolution
Jan 28, 2025
#54 - Cliff Asness: Quant Investing, Market Inefficiency
Jan 21, 2025
#53 - Andrew Rubinstein: Healthcare Industry, Biotech Investing
Jan 14, 2025
#52 - David Chene: Non-Sponsor Backed Private Credit
Jan 07, 2025
#51 - Alex Shahidi: Top 10 Insights of 2024 (Part 2)
Dec 17, 2024
#50 - Top 10 Insights from 2024 (Part 1)
Dec 10, 2024
#49 - Mike Odrich: PE, Operational Value Add, A&M
Dec 03, 2024
#48 - Ben Inker: Value Investing, Market Outlook
Nov 26, 2024
#47 - Alex Shahidi: 4 Biggest Mistakes Investors Make
Nov 19, 2024
#46 - David Hou: Industry Insights
Nov 12, 2024
#45 - David Dredge: Risk Management (Part 2)
Nov 05, 2024
#44 - Jeff deGraaf: Technical Analysis
Oct 29, 2024
#43 - David Dredge: Risk Management
Oct 22, 2024
#42 - Adam Nash: Tech, Finance, Leadership, Philanthropy
Oct 15, 2024
#41 - Roy Leckie: Walter Scott, Long-Term Investing
Oct 08, 2024
#40 – Doug Kiersey: Logistics Properties, Dermody
Oct 01, 2024
#39 - Michael Green: The Bitcoin Bear Case
Sep 24, 2024
#38 - Sophie Bakalar: For-Profit & For-Good
Sep 17, 2024
#37 - Jeff Krasnoff: Private Real Estate Investing
Sep 10, 2024
#36 - Tom Keck: Private Markets Overview & Outlook
Sep 03, 2024
#35 - Ted Seides: Industry Insights, Portfolio Construction
Aug 27, 2024
#34 - Jeffrey Sherman: Fixed Income, Market Outlook
Aug 20, 2024
#33 - Matt Hougan: Bitcoin History & Outlook
Aug 13, 2024
#32 - George Milling-Stanley: Gold History & Outlook
Aug 06, 2024
#31 - Dan Ivascyn: Fixed Income, Market Outlook
Jul 30, 2024
#30 - Meb Faber: Industry Insights, Investment Framework
Jul 23, 2024
#29 - Karen Karniol-Tambour: Market Outlook, Portfolio Construction
Jul 16, 2024
#28 - Michael Kim, Kelli Fontaine: Seed Investing, Small Funds
Jul 09, 2024
#27 - Jacob Ziemann: AI Explained
Jul 02, 2024
#26 - Rob Arnott: Quant Investing, Asset Class Outlook
Jun 25, 2024
#25 - Stephen Nesbitt: Cliffwater, Private Debt
Jun 18, 2024
#24 - Martín Escobari: GA, Entrepreneurship, Growth Equity
Jun 11, 2024
#23 - Melissa Ma: China, India, PE
Jun 04, 2024
#22 - Jim Lippman, Bobby Lee, Danny Lippman: JRK, Multifamily and Hotels
May 28, 2024
#21 - Bob Chagares: Logistics, E-Commerce, "Small Boxes"
May 21, 2024
#20 - Matt Smith: Ruffer, Market History, Outlook
May 14, 2024
#19 - Michael Bego: Secondaries, Private Markets
May 07, 2024
#18 - David Samra: Value Investing, Market Efficiency
Apr 30, 2024
#17 - Hal Hershfield: Behavioral Finance, Future Self
Apr 23, 2024
#16 - Gerard O'Reilly: DFA, Financial Science, Indexing
Apr 16, 2024
#15 – Kjerstin Hatch: Muni Bond Market
Apr 09, 2024
#14 – Glenn August: Oak Hill Advisors, Private Credit
Apr 02, 2024
#13 – Jim Haskel: Bridgewater, Diversification, Outlook
Mar 26, 2024
#12 - Jeremy Grantham: Bubbles, AI, Climate Change, Population Growth
Mar 19, 2024
#11 - Fran Kinniry: Vanguard, Common Investor Oversights
Mar 12, 2024
#10 - Rich Bernstein: Market Outlook, Investment Opportunities
Mar 05, 2024
#9 - Wes Whitman: Real Estate Investing, Outlook
Feb 27, 2024
#8 - Rajiv Jain: Stocks, GQG, Adaptability
Feb 20, 2024
#7 - Vineer Bhansali: Tail Risk, Investment Lessons
Feb 13, 2024
#6 - Tony Cusano: Private Markets, Secondaries
Feb 06, 2024
#5 - Brian Higgins: Risk, King Street, Outlook
Jan 30, 2024
#4 – Ben Reeves: Institutional vs. Retail Investors, Alternatives
Jan 23, 2024
#3 – Bob Elliott: Portfolio Construction, Outlook
Jan 16, 2024
#2 Paul Podolsky: Markets, Geopolitics
Jan 09, 2024
#1 - Introducing Your Host: Alex Shahidi
Jan 02, 2024
Insightful Investor TRAILER
Oct 26, 2023