
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


#26 - Rob Arnott: Quant Investing, Asset Class Outlook

#25 - Stephen Nesbitt: Cliffwater, Private Debt

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

#23 - Melissa Ma: China, India, PE

#22 - Jim Lippman, Bobby Lee, Danny Lippman: JRK, Multifamily and Hotels

#21 - Bob Chagares: Logistics, E-Commerce, "Small Boxes"

#20 - Matt Smith: Ruffer, Market History, Outlook

#19 - Michael Bego: Secondaries, Private Markets

#18 - David Samra: Value Investing, Market Efficiency

#17 - Hal Hershfield: Behavioral Finance, Future Self

#16 - Gerard O'Reilly: DFA, Financial Science, Indexing

#15 – Kjerstin Hatch: Muni Bond Market

#14 – Glenn August: Oak Hill Advisors, Private Credit

#13 – Jim Haskel: Bridgewater, Diversification, Outlook

#12 - Jeremy Grantham: Bubbles, AI, Climate Change, Population Growth

#11 - Fran Kinniry: Vanguard, Common Investor Oversights

#10 - Rich Bernstein: Market Outlook, Investment Opportunities

#9 - Wes Whitman: Real Estate Investing, Outlook

#8 - Rajiv Jain: Stocks, GQG, Adaptability
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