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Insightful Investor

Insightful Investor

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Insightful Investor is a business podcast hosted by Alex Shahidi. It has 118 episodes, with the latest published April 2026.

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/

business ·en ·118 episodes

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Title
1

#117 - Rod Wong: Biotech Innovation, Real Outcomes

2

#116 - Kevin Carter: EM Internet Opportunities & Risks

3

#115 - Dr. Szymanski: Building Healthspan with Medicine 3.0

4

#114 - Michael Gross: Private Credit Crowding, Complexity Alpha

5

#113 - Young Lee & Asheesh Gupta: Audax AI Value Creation

6

#112 - Carl Kaufman: Public Credit Risk Discipline

7

#111: Jack Sommers: Culture, Principles, Focus, Always

8

#110 - Leland Clemons: Bond ETF Innovation

9

#109 - Josh Jones: The Three Circle Playbook

10

#108 - David Wright: Quant Investing & AI Explained

11

#107 - Jenny Johnson: Innovating at Trillion‑Dollar Scale

12

#106 - Ross Glotzbach: Long‑Term Concentrated Engaged Value

13

#105 - Josh Baumgarten: Credit Investing Across Firm Sizes

14

#104 - Jim Gianopulos: The Evolution of Hollywood and Tech

15

#103 - Alex Shahidi: Top 10 Insights of 2025 (Part 2)

16

#102 - Alex Shahidi: Top 10 Insights of 2025 (Part 1)

17

#101 - Pablos Holman: Hacking, Deep Tech & AI

18

#100 - Rajiv Jain: AI Hype Echoes Past Tech Bubble Risks

19

#99 - Joe Davis: Megatrends and the Tug-of-War Economy

20

#98 - Mark Sear: Industry Evolution

21

#97 - Paul Pagnato: Inside the Longevity Revolution

22

#96 - Aakash Doshi: The Strategic Case for Gold

23

#95 - Howard Levkowitz: The Past, Present, and Future of Private Credit

24

#94 - Gabriel Caillaux: Growth Equity in a Tech-Driven Market

25

#93 - Alex Ehrlich: The Leadership Pyramid, Team-Centered Culture

26

#92 - Kipp deVeer: Steering Ares’ Growth in Alternatives

27

#91 - Steven Romick: Value, Quality, and Adaptability

28

#90 - Adam Blitz: The Hedge Fund Playbook

29

#89 - Brock Sutton: Adapting to the AI Era

30

#88 - Bruno del Ama: Leadership, Spirituality, Growth, Fulfillment

31

#87 - Eduardo Repetto: Financial Science Meets Portfolio Innovation

32

#86 - Jason Thomas: Inflation, AI Economics, Tariffs, Private Markets

33

#85 - Darell Krasnoff: Wealth Management Evolution, Leadership

34

#84 - Carl Ross: EM Debt, Global Shifts, Opportunities

35

#83 - Yie-Hsin Hung: Leadership, Innovation, Adaptability

36

#82 - Tony Davidow: Alternatives, Education, Bridging Investor Gaps

37

#81 - Blake Johnson: Entrepreneurship, Bootstrapping, Resilience

38

#80 - Andrew Metrick: Master Class in Financial Crises & Bank Runs

39

#79 - Jon Gray: Leadership, Scaling Blackstone, Market Trends

40

#78 - Leonard Kleinrock: Internet Creation, AI Future

41

#77 - Charlie Ruffel: Asset Management Industry Evolution, Alternatives

42

#76 - Jeff Huber: Innovation, Google, GRAIL, Triatomic

43

#75 - Liz Ann Sonders: Investing Principles, Inflation, Instability, Diversification

44

#74 - Alan Waxman: Sixth Street, Leadership, Outlook

45

#73 - Greg Sharenow: Inflation History, Outlook, and Hedging

46

#72 - Damien Bisserier: Bridgewater Lessons, Advising Families, Diversification

47

#71 - David Rutherford: Navy Seal Mindset, Embracing Fear

48

#70 - David Powers: Wasatch Culture, Market Cycles, Long-Term

49

#69 - Bob Louzan: Asset-Based Lending, Downside Protection

50

#68 - Andrew Sheiner: Private Equity, Selectivity, Discipline

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