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PODCAST

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

business investing

All Episodes

57:03

#77 - Charlie Ruffel: Asset Management Industry...

Insightful Investor ·

2025/07/01

Charlie is founder, Chairman and Managing Partner of Kudu Investment Management and a board director of Charles Schwab. Drawing on decades of experience as a financial journalist, asset management executive, and private equity investor, he shares unique insights shaped by viewing the industry from multiple angles. In this episode, Charlie discusses the evolution of the industry and the growing role of alternative investments.

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01:00:18

#76 - Jeff Huber: Innovation, Google, GRAIL, Triatomic

Insightful Investor ·

2025/06/24

Jeff is the founder of Triatomic Capital and former Google SVP. He shares lessons from building Google Maps, Ads, and Gmail, founding GRAIL for early cancer detection, and leading transformative teams. Jeff discusses his vision for backing “century-defining” companies and offers insights on leadership, innovation, biotech, and building companies that change the world.

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44:46

#75 - Liz Ann Sonders: Investing Principles,...

Insightful Investor ·

2025/06/17

Liz Ann is the long-time Chief Investment Strategist at Charles Schwab, with over 25 years at the firm and frequent appearances on CNBC, Bloomberg, CNN, and CBS News. She shares insights on the core principles of investing, the challenges of maintaining discipline, and the impact of economic and policy uncertainty. We discuss inflation trends, market cycles, portfolio construction, diversification, and how investors can navigate today’s rapidly changing environment.

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01:03:51

#74 - Alan Waxman: Sixth Street, Leadership, Outlook

Insightful Investor ·

2025/06/10

As Co-Founding Partner and CEO of Sixth Street, Alan has guided the firm from its founding to a leading global investment firm — an achievement that followed his early success as one of Goldman Sachs’ youngest-ever partners. He offers an inside look at Sixth Street’s investor-first approach and shares his perspectives on today’s investment landscape.

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49:25

#73 - Greg Sharenow: Inflation History, Outlook, and...

Insightful Investor ·

2025/06/03

Greg is Managing Director and Portfolio Manager at PIMCO, one of the world’s largest asset managers. He leads the firm’s commodity and real asset strategies. Greg discusses the forces driving inflation, how investors can navigate today’s evolving macro environment, and why diversification is essential when hedging inflation risk.

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51:26

#72 - Damien Bisserier: Bridgewater Lessons, Advising...

Insightful Investor ·

2025/05/27

Damien is my long-time business partner and the other Co-CIO of Evoke Advisors. He brings a unique perspective shaped by his journey from advising some of the world’s largest institutional investors at Bridgewater to working with wealthy families and smaller institutions. Through this transition, Damien has gained firsthand experience with a wide range of investment approaches and priorities.

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01:06:32

#71 - David Rutherford: Navy Seal Mindset, Embracing...

Insightful Investor ·

2025/05/20

David is a former Navy SEAL, SEAL instructor, and CIA contractor who has become a motivational speaker, performance coach, and founder of the Froglogic Institute. In this episode, David shares powerful lessons on embracing fear, building resilience, and developing a SEAL mindset-offering actionable insights for investors, business leaders, and anyone striving for peak performance.

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55:03

#70 - David Powers: Wasatch Culture, Market Cycles,...

Insightful Investor ·

2025/05/13

Dave is Senior Portfolio Manager at Wasatch Global Investors, a $25B equity manager based in Salt Lake City (as of 3/31/25). He discusses Wasatch’s collaborative culture, lessons learned from navigating market cycles, and the discipline behind a long-term investment approach.

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47:16

#69 - Bob Louzan: Asset-Based Lending, Downside...

Insightful Investor ·

2025/05/06

Bob is Co-Founder and Managing Partner at WhiteHawk Capital Partners. He explains how their creative asset-based lending approach is designed to deliver downside protection while navigating the unique risks and opportunities of lending to middle market companies.

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01:10:34

#68 - Andrew Sheiner: Private Equity, Selectivity,...

Insightful Investor ·

2025/04/29

Andrew is Founder and CEO of Altas Partners, which is a Toronto-based private equity firm that manages over $10B (as of 3/31/25). Andrew shares insights about why a concentrated, quality-focused approach can deliver superior results in private equity, how disciplined risk management and patient capital drive value, and the significance of partnering closely with management teams.

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01:18:02

#67 - Soo Chuen Tan: Long-Term Equity Investing

Insightful Investor ·

2025/04/22

Soo Chuen is the founder of Discerene Group, a $2.5 billion investment manager (as of 12/31/24) specializing in fundamental, contrarian, long-term value investing in global equities. He shares insights into his unique investment approach, which emphasizes patience, structural moats, and significant margins of safety.

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59:29

#66 - Jason Illian: Leadership, Legacy, Principles

Insightful Investor ·

2025/04/15

Jason is co-founder of Highmount Capital and former Managing Director of Koch Disruptive Technologies. He discusses core principles like legacy, integrity and curiosity, his innovative approach to growth equity investing, and the importance of building meaningful relationships.

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57:00

#65 - Julian Brigden: Macro and Market Outlook

Insightful Investor ·

2025/04/08

Julian, Co-Founder of Macro Intelligence 2 Partners, discusses global macroeconomic trends, challenges facing the U.S. dollar and U.S. stocks, and why the next decade may diverge significantly from the last decade.

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01:01:38

#64 - Katie Koch: Effective Leadership

Insightful Investor ·

2025/04/01

Katie, CEO and President of TCW, shares her journey from Goldman Sachs to leading a major investment firm. She offers insights on leadership, balancing career and family, and her perspectives on investing, including alternative investments.No testimonial or endorsement was intended by means of this material, and no compensation was paid for this appearance.This material is for general information purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any

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01:02:40

#63 - Paul Podolsky: Art and Science in Investing

Insightful Investor ·

2025/03/25

Paul is the founder and CIO of Kate Capital. He shares insights from his career as a Bridgewater strategist, author, and content creator, discussing his investment framework, the art and science of investing, and his views on inflation, market trends, and geopolitics.

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01:10:10

#62 - Jeffrey Gundlach: Big Picture Outlook

Insightful Investor ·

2025/03/18

Jeffrey is the founder, CIO and CEO of DoubleLine Capital. He shares insights on the shifting economic landscape, from rising interest rates to inflation volatility, and their implications for investors. Jeffrey also offers his perspectives on national debt, portfolio diversification and valuations.

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01:10:12

#61 - Jonathan Ruffer: Financial History, Market...

Insightful Investor ·

2025/03/11

Jonathan is the Co-Founder and Chairman of Ruffer, a London-based investment firm focused on absolute returns. Jonathan shares his unique insights on financial market history, long-term cycles, and his market outlook, drawing on nearly five decades of experience.

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54:51

#60 - Josh Kanter: Legacy Building, Family Owner’s...

Insightful Investor ·

2025/03/04

Josh is the Founder and CEO of leafplanner and Principal at Josh Kanter Wealth Advisory Services. Drawing on his nearly 25 years of experience managing his family's single-family office, Josh shares insights on legacy building, creating a family "owner's manual," and illuminating common pitfalls wealthy families face when raising children.

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01:10:13

#59 - Bob Prince: Portfolio Engineering, Psychology...

Insightful Investor ·

2025/02/25

Bob serves as Co-CIO of Bridgewater Associates, one of the world’s largest hedge funds, where he has helped shape the firm’s investment processes and strategies for nearly four decades. Bob shares insights on how to engineer an efficient portfolio framework and delves into the psychology of investing and how to practically apply these principles in the real-world.

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54:50

#58 - Richard Orlando: Wealth Psychology & Legacy

Insightful Investor ·

2025/02/18

Richard is the founder of Legacy Capitals and author ofLegacyandLove Your Clients. He explores the human side of wealth and delves into family dynamics, generational challenges, and strategies for preserving legacies.

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98 results

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