Insightful Investor cover art
Podcast · 141 episodes

Insightful Investor, page 5

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 5

#44 - Jeff deGraaf: Technical AnalysisIn this episode, Alex Shahidi, co-CIO of Evoke Advisors, interviews Jeff deGraaf, founder and CEO of Renaissance Macro Research (RenMac), who is recognized as a top technical analyst on Wall Street.29 Oct 2024 · 1 h 13 min
#43 - David Dredge: Risk ManagementThe Insightful Investor is hosted by Alex Shahidi, Co-CIO of Evoke Advisors.22 Oct 2024 · 1 h 19 min
#42 - Adam Nash: Tech, Finance, Leadership, PhilanthropyIn this episode of the Insightful Investor podcast, host Alex Shahidi speaks with Adam Nash, co-founder and CEO of Daffy, a fintech platform focused on charitable giving.15 Oct 2024 · 1 h 23 min
#41 - Roy Leckie: Walter Scott, Long-Term InvestingCo-CIO of Evoke Advisors and host of the podcast.8 Oct 2024 · 46 min
#40 – Doug Kiersey: Logistics Properties, DermodyIn this episode, host Alex Shahidi welcomes Doug Kiersey, CEO and President of Dermody Properties, a company that has developed and acquired over $8 billion in industrial logistics assets since its…1 Oct 2024 · 58 min
#39 - Michael Green: The Bitcoin Bear CaseIn this episode, Alex Shahidi hosts Mike Green, Chief Strategist and Portfolio Manager at Simplify Asset Management, to discuss the bear case for Bitcoin.24 Sep 2024 · 1 h 15 min
#38 - Sophie Bakalar: For-Profit & For-GoodIn this episode, Alex Shahidi speaks with Sophie Bakalar, a partner at Collaborative Fund, a venture capital firm that focuses on investing in companies that balance profit with positive societal…17 Sep 2024 · 46 min
#37 - Jeff Krasnoff: Private Real Estate InvestingThe Insightful Investor is a weekly podcast hosted by Alex Shahidi, Co-CIO of Evoke Advisors.10 Sep 2024 · 1 h 19 min
#36 - Tom Keck: Private Markets Overview & OutlookIn this episode of the Insightful Investor, host Alex Shahidi speaks with Tom Keck, co-founder and head of research and portfolio management at StepStone, a firm managing over $150 billion in private…3 Sep 2024 · 1 h 15 min
#35 - Ted Seides: Industry Insights, Portfolio ConstructionAlex Shahidi, Co-CIO of Evoke Advisors27 Aug 2024 · 1 h 7 min
#34 - Jeffrey Sherman: Fixed Income, Market OutlookDeputy CIO of DoubleLine Capital20 Aug 2024 · 1 h 21 min
#33 - Matt Hougan: Bitcoin History & Outlook, CIO of Bitwise Asset Management13 Aug 2024 · 1 h 1 min
#32 - George Milling-Stanley: Gold History & OutlookIn this episode, Alex Shahidi interviews George Milling-Stanley, the Chief Gold Strategist at State Street Global Advisors, focusing on the history of gold, its role as a portfolio diversifier, and…6 Aug 2024 · 1 h 16 min
#31 - Dan Ivascyn: Fixed Income, Market OutlookIn this episode of the Insightful Investor, host Alex Shahidi engages with Dan Ivascyn, the Group CIO of PIMCO, one of the largest asset managers globally.30 Jul 2024 · 54 min
#30 - Meb Faber: Industry Insights, Investment FrameworkMeb Faber, Co-Founder, CEO, and CIO of Cambria Investment Management23 Jul 2024 · 1 h 30 min
#29 - Karen Karniol-Tambour: Market Outlook, Portfolio Construction29 - Karen Karniol-Tambour: Market Outlook, Portfolio Construction16 Jul 2024 · 54 min
#28 - Michael Kim, Kelli Fontaine: Seed Investing, Small Funds28 - Michael Kim, Kelli Fontaine: Seed Investing, Small Funds9 Jul 2024 · 1 h 33 min
#27 - Jacob Ziemann: AI ExplainedAlex Shahidi, Co-CIO of Evoke Advisors2 Jul 2024 · 1 h 8 min
#26 - Rob Arnott: Quant Investing, Asset Class OutlookIn this episode, Alex Shahidi, co-CIO of Evoke Advisors, hosts Rob Arnott, Founder and Chairman of Research Affiliates.25 Jun 2024 · 1 h 34 min
#25 - Stephen Nesbitt: Cliffwater, Private Debt25 - Stephen Nesbitt: Cliffwater, Private Debt18 Jun 2024 · 44 min
#24 - Martín Escobari: GA, Entrepreneurship, Growth Equity24 - Martín Escobari: GA, Entrepreneurship, Growth Equity11 Jun 2024 · 1 h 13 min
#23 - Melissa Ma: China, India, PEIn this episode, host Alex Shahidi engages with Melissa Ma, Co-Founder and Managing Partner of Asia Alternatives, which manages over $15 billion focused on private equity in Asia.4 Jun 2024 · 1 h 13 min
#22 - Jim Lippman, Bobby Lee, Danny Lippman: JRK, Multifamily and HotelsIn this episode of the Insightful Investor podcast, host Alex Shahidi engages in a comprehensive discussion with key figures from JRK Property Holdings, a company that has managed over $9 billion in…28 May 2024 · 1 h 2 min
#21 - Bob Chagares: Logistics, E-Commerce, "Small Boxes"In this episode of the Insightful Investor podcast, host Alex Shahidi interviews Bob Chagares, the Founder and Chairman of High Street, a private real estate management firm focused on industrial and…21 May 2024 · 1 h 6 min