65 Episodes

  1. #24 - Martín Escobari: GA, Entrepreneurship, Growth Equity

    Published: 6/11/2024
  2. #23 - Melissa Ma: China, India, PE

    Published: 6/4/2024
  3. #22 - Jim Lippman, Bobby Lee, Danny Lippman: JRK, Multifamily and Hotels

    Published: 5/28/2024
  4. #21 - Bob Chagares: Logistics, E-Commerce, "Small Boxes"

    Published: 5/21/2024
  5. #20 - Matt Smith: Ruffer, Market History, Outlook

    Published: 5/14/2024
  6. #19 - Michael Bego: Secondaries, Private Markets

    Published: 5/7/2024
  7. #18 - David Samra: Value Investing, Market Efficiency

    Published: 4/30/2024
  8. #17 - Hal Hershfield: Behavioral Finance, Future Self

    Published: 4/23/2024
  9. #16 - Gerard O'Reilly: DFA, Financial Science, Indexing

    Published: 4/16/2024
  10. #15 – Kjerstin Hatch: Muni Bond Market

    Published: 4/9/2024
  11. #14 – Glenn August: Oak Hill Advisors, Private Credit

    Published: 4/2/2024
  12. #13 – Jim Haskel: Bridgewater, Diversification, Outlook

    Published: 3/26/2024
  13. #12 - Jeremy Grantham: Bubbles, AI, Climate Change, Population Growth

    Published: 3/19/2024
  14. #11 - Fran Kinniry: Vanguard, Common Investor Oversights

    Published: 3/12/2024
  15. #10 - Rich Bernstein: Market Outlook, Investment Opportunities

    Published: 3/5/2024
  16. #9 - Wes Whitman: Real Estate Investing, Outlook

    Published: 2/27/2024
  17. #8 - Rajiv Jain: Stocks, GQG, Adaptability

    Published: 2/20/2024
  18. #7 - Vineer Bhansali: Tail Risk, Investment Lessons

    Published: 2/13/2024
  19. #6 - Tony Cusano: Private Markets, Secondaries

    Published: 2/6/2024
  20. #5 - Brian Higgins: Risk, King Street, Outlook

    Published: 1/30/2024

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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/