Insightful Investor
BookmarkAlex Shahidi
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
#117 - Rod Wong: Biotech Innovation, Real Outcomes
#116 - Kevin Carter: EM Internet Opportunities & Risks
#115 - Dr. Szymanski: Building Healthspan with Medicine 3.0
#114 - Michael Gross: Private Credit Crowding, Complexity Alpha
#113 - Young Lee & Asheesh Gupta: Audax AI Value Creation
#112 - Carl Kaufman: Public Credit Risk Discipline
#111: Jack Sommers: Culture, Principles, Focus, Always
#110 - Leland Clemons: Bond ETF Innovation
#109 - Josh Jones: The Three Circle Playbook
#108 - David Wright: Quant Investing & AI Explained
#107 - Jenny Johnson: Innovating at Trillion‑Dollar Scale
#106 - Ross Glotzbach: Long‑Term Concentrated Engaged Value
#105 - Josh Baumgarten: Credit Investing Across Firm Sizes
#104 - Jim Gianopulos: The Evolution of Hollywood and Tech
#103 - Alex Shahidi: Top 10 Insights of 2025 (Part 2)
#102 - Alex Shahidi: Top 10 Insights of 2025 (Part 1)
#101 - Pablos Holman: Hacking, Deep Tech & AI
#100 - Rajiv Jain: AI Hype Echoes Past Tech Bubble Risks
#99 - Joe Davis: Megatrends and the Tug-of-War Economy
#98 - Mark Sear: Industry Evolution
#97 - Paul Pagnato: Inside the Longevity Revolution
#96 - Aakash Doshi: The Strategic Case for Gold
#95 - Howard Levkowitz: The Past, Present, and Future of Private Credit
#94 - Gabriel Caillaux: Growth Equity in a Tech-Driven Market
#93 - Alex Ehrlich: The Leadership Pyramid, Team-Centered Culture
#92 - Kipp deVeer: Steering Ares’ Growth in Alternatives
#91 - Steven Romick: Value, Quality, and Adaptability
#90 - Adam Blitz: The Hedge Fund Playbook
#89 - Brock Sutton: Adapting to the AI Era
#88 - Bruno del Ama: Leadership, Spirituality, Growth, Fulfillment
#87 - Eduardo Repetto: Financial Science Meets Portfolio Innovation
#86 - Jason Thomas: Inflation, AI Economics, Tariffs, Private Markets
#85 - Darell Krasnoff: Wealth Management Evolution, Leadership
#84 - Carl Ross: EM Debt, Global Shifts, Opportunities
#83 - Yie-Hsin Hung: Leadership, Innovation, Adaptability
#82 - Tony Davidow: Alternatives, Education, Bridging Investor Gaps
#81 - Blake Johnson: Entrepreneurship, Bootstrapping, Resilience
#80 - Andrew Metrick: Master Class in Financial Crises & Bank Runs
#79 - Jon Gray: Leadership, Scaling Blackstone, Market Trends
#78 - Leonard Kleinrock: Internet Creation, AI Future
#77 - Charlie Ruffel: Asset Management Industry Evolution, Alternatives
#76 - Jeff Huber: Innovation, Google, GRAIL, Triatomic
#75 - Liz Ann Sonders: Investing Principles, Inflation, Instability, Diversification
#74 - Alan Waxman: Sixth Street, Leadership, Outlook
#73 - Greg Sharenow: Inflation History, Outlook, and Hedging
#72 - Damien Bisserier: Bridgewater Lessons, Advising Families, Diversification
#71 - David Rutherford: Navy Seal Mindset, Embracing Fear
#70 - David Powers: Wasatch Culture, Market Cycles, Long-Term
#69 - Bob Louzan: Asset-Based Lending, Downside Protection
#68 - Andrew Sheiner: Private Equity, Selectivity, Discipline
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