Podcast cover
Alex Shahidi · Investment

Insightful Investor

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/

Episodes

Episode cover

#147 - Rich Powers: Vanguard’s Vision for Private Markets

03 Nov 2026
31m
AI processed

Vanguard’s expansion into private markets reflects a structural shift in portfolio construction as these assets have grown from 1% to 10% of global equity market capitalization. Rich Powers, head of private equity product management at Vanguard, emphasizes that while private markets offer essential diversification, the...

Episode cover

#146 - Jim Carey: Durable Financial Services Businesses

27 Oct 2026
47m
Episode cover

#145 - Jennifer Prosek: The Business of Reputation

20 Oct 2026
45m
Episode cover

#144 - Al Chu: The Structural Case for Natural Resources

13 Oct 2026
55m
Episode cover

#143 - Jeffrey Sherman: Preparing for a New Regime

06 Oct 2026
59m
Episode cover

#142 - Todd Ahlsten: AI, Moats, and Quality

29 Sep 2026
1h 6m
Episode cover

#141 - Peter Mintzberg: The Case for Digital Assets

22 Sep 2026
29m
Episode cover

#140 - Peter Kraus: Incentives vs Alpha

15 Sep 2026
1h 1m
Episode cover

#139 - Bob Steers: Four Decades of Real Assets Investing

08 Sep 2026
52m
Episode cover

#138 - David Booth: Evidence Over Noise

01 Sep 2026
58m
Episode cover

#137 - Ken Kencel: Private Credit Beyond the Headlines

25 Aug 2026
1h 15m
Episode cover

#136 - Cathie Wood: Not Another 1999

18 Aug 2026
48m
Episode cover

#135 - Luke Sarsfield: Finding Alpha in Private Markets

11 Aug 2026
53m
Episode cover

#134 - Steve Ketchum: No Called Strikes in Private Credit

04 Aug 2026
53m
Episode cover

#133 - Jan van Eck: Macro Forces Shape Markets

28 Jul 2026
42m
Episode cover

#132 - Steven Klinsky: Private Markets as Operational Edge

21 Jul 2026
37m
Episode cover

#131 - Jason Schwarz: Scaling Institutional Private Markets

14 Jul 2026
45m
Episode cover

#130 - Bihua Chen: Inside Biotech Investing

07 Jul 2026
47m
Episode cover

#129 - Cathy Marcus: Real Estate Reset

30 Jun 2026
54m
Episode cover

#128 - Sarah Ketterer: Temporary Setbacks, Durable Businesses

23 Jun 2026
57m
Page 1

Follow this podcast in Podwise

Sign in to get AI summaries, transcripts and mind maps for any episode, including new ones.

Open in Podwise