Insightful Investor cover art
Podcast · 141 episodes

Insightful Investor, page 2

by Alex Shahidi · English

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/

All episodes, page 2

#118 - Jon Hirtle: The True OCIO PlaybookJon Hirtle (John Hertel) explains the “true OCIO playbook” for outsourced investment offices, organized around four pillars: structure, philosophy, execution, and culture.14 Apr 2026 · 1 h 21 min · 35 chapters
#117 - Rod Wong: Biotech Innovation, Real OutcomesDr. Roderick Wong (RTW) explains long-term biotech investing through a “will it work, will it sell, what is it worth” framework, how to manage binary clinical outcomes via disciplined position sizing…7 Apr 2026 · 49 min · 22 chapters
#116 - Kevin Carter: EM Internet Opportunities & RisksLong-term case for emerging markets (EM) via internet/digital consumer companies; how to think about EM risks (sovereign, currency, war, “key man” politics, AI disruption); why EM indexes can be…31 Mar 2026 · 1 h 24 min · 29 chapters
#115 - Dr. Szymanski: Building Healthspan with Medicine 3.0Medicine 3.0—shifting healthcare from reacting to disease to preventing it early to extend “healthspan” (quality years), using risk detection, precision/biomarker tracking, and long-horizon…24 Mar 2026 · 48 min · 24 chapters
#114 - Michael Gross: Private Credit Crowding, Complexity AlphaPrivate credit’s “complexity alpha” vs “credit beta,” and how scale, commoditization, and non-listed BDC growth can pressure returns and increase hidden risk (especially with weaker covenants and…17 Mar 2026 · 45 min · 19 chapters
#113 - Young Lee & Asheesh Gupta: Audax AI Value CreationAudax Private Equity’s “Audax value agenda” for embedding data and generative AI to accelerate value creation across the deal lifecycle, with emphasis on reducing bias, speeding “time to realized…10 Mar 2026 · 1 h 3 min · 32 chapters
#112 - Carl Kaufman: Public Credit Risk DisciplinePublic credit risk discipline in fixed income—how to avoid groupthink, manage downside risk with cash, and why benchmark-driven lending can misprice risk across investment grade, high yield,…3 Mar 2026 · 45 min · 17 chapters
#111: Jack Sommers: Culture, Principles, Focus, AlwaysJack Sommers (Jack Sommers; transcript “Jack Summers”) discusses building Income Research and Management (IR&M) with his father, their fixed-income culture and principles, why they avoid macro…24 Feb 2026 · 39 min · 18 chapters
#110 - Leland Clemons: Bond ETF InnovationBondBlox’s fixed-income ETF innovation—why a bond-only ETF issuer exists, how fixed income ETF mechanics differ from equities, and how investors can use duration, sector, and credit “slices”…17 Feb 2026 · 47 min · 21 chapters
#109 - Josh Jones: The Three Circle PlaybookJosh Jones (Boston Partners) explains the “Three Circle Playbook” for stock selection: value (right price), quality (business durability), and momentum (especially business momentum vs. just price).10 Feb 2026 · 1 h 3 min · 27 chapters
#108 - David Wright: Quant Investing & AI ExplainedDavid Wright explains how Pictet Asset Management uses AI/quantitative investing to forecast stock returns, why the edge is in combining many economically grounded signals, and how they manage signal…3 Feb 2026 · 51 min · 19 chapters
#107 - Jenny Johnson: Innovating at Trillion‑Dollar ScaleJenny Johnson, CEO of Franklin Templeton, discusses building and scaling an asset manager “at trillion-dollar scale” while keeping a client-first culture; how financial advice has evolved; investment…27 Jan 2026 · 54 min · 25 chapters
#106 - Ross Glotzbach: Long‑Term Concentrated Engaged ValueRoss Glotzbach explains Southeastern Asset Management’s long-term, concentrated, engaged value approach—“business, people, price”—and how they use time-horizon arbitrage, governance-focused ESG, and…20 Jan 2026 · 55 min · 23 chapters
#105 - Josh Baumgarten: Credit Investing Across Firm SizesJosh Baumgarten, President and CIO of Beach Point Capital Management, discusses credit investing across firm sizes and cycles, why “beta isn’t cheap,” and where opportunities and risks sit in today’s…13 Jan 2026 · 1 h · 18 chapters
#104 - Jim Gianopulos: The Evolution of Hollywood and TechJim Gianopulos (former chairman/CEO of 20th Century Fox and Paramount Pictures) discusses how Hollywood evolved alongside technology, how studios should evaluate and greenlight films, and how AI and…6 Jan 2026 · 1 h 20 min · 29 chapters
#103 - Alex Shahidi: Top 10 Insights of 2025 (Part 2)Part 2 of Alex Shahidi’s “Top 10 Insights of 2025,” plus a leadership-focused segment (“What separates great leaders?”).30 Dec 2025 · 2 h 1 min · 42 chapters
#102 - Alex Shahidi: Top 10 Insights of 2025 (Part 1)Part 1 of the podcast’s “Top 10 Insights of 2025” countdown (insights #10 to #6), covering investing and wealth themes: manager value add, activist/public-market influence, private-market operating…23 Dec 2025 · 1 h 14 min · 26 chapters
#101 - Pablos Holman: Hacking, Deep Tech & AIPablos Holman discusses responsible hacking, cybersecurity realities (dragnet vs targeted attacks, nation-state limits), zero-day markets (disclosure vs weaponization), and how inventing differs from…16 Dec 2025 · 50 min · 15 chapters
#100 - Rajiv Jain: AI Hype Echoes Past Tech Bubble RisksAI Hype Echoes Past Tech Bubble Risks9 Dec 2025 · 46 min
#99 - Joe Davis: Megatrends and the Tug-of-War EconomyJoe Davis, Global Chief Economist and Head of the Investment Strategy Group at Vanguard2 Dec 2025 · 1 h 11 min
#98 - Mark Sear: Industry EvolutionIn this episode, Alex Shahidi welcomes Mark Sear, Co-Founder of Evoke Advisors, to discuss the evolution of the investment advisory industry over the past three decades.25 Nov 2025 · 46 min
#97 - Paul Pagnato: Inside the Longevity RevolutionPaul Pagnato, founder of Humanaut Health and Transparency Global, and an expert on longevity.18 Nov 2025 · 45 min
#96 - Aakash Doshi: The Strategic Case for GoldAlex Shahidi, Co-CIO of Evoke Advisors11 Nov 2025 · 1 h 2 min
#95 - Howard Levkowitz: The Past, Present, and Future of Private CreditExploring the evolution, insights, and future trends of private credit, as discussed by industry expert Howard Levkowitz.4 Nov 2025 · 37 min