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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

01:11:23

#57 - Jeff Gardner: Investment Philosophy, Outlook

Insightful Investor ·

2025/02/11

Jeff spent nearly three decades at Bridgewater Associates, rising from research roles to Partner and Head of the Portfolio Strategist Group before departing at the end of 2023. He brings deep insights into market dynamics, investor psychology, risk assessment, and investment frameworks drawn from his extensive experience at one of the world's most renowned hedge funds.

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56:33

#56 - Adam Katz: Activist Investing Insights

Insightful Investor ·

2025/02/04

Adam is the CIO of Irenic Capital Management, a hedge fund he co-founded after eight years at Elliott Management. In this podcast, he shares his perspective on activist investing, particularly in smaller companies. Drawing from his experiences at Elliott and Irenic, Adam offers insights into risk management, market inefficiencies, and the evolving landscape of activist investing.

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50:27

#55 - Lawrence Golub: Private Credit Evolution

Insightful Investor ·

2025/01/28

Lawrence is the Founder and CEO of Golub Capital, a leading alternative investment manager specializing in private credit and direct lending, that he launched in 1994. In this podcast, Lawrence shares deep insights into private credit markets and his pioneering approach to middle-market lending, offering a nuanced perspective on the industry's challenges and opportunities.

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01:21:51

#54 - Cliff Asness: Quant Investing, Market Inefficiency

Insightful Investor ·

2025/01/21

Cliff is a Founder, Managing Principal and CIO at AQR Capital Management. As a pioneering quantitative investor, he provides listeners with a unique blend of academic rigor and practical wisdom about understanding modern investment challenges and explores a counterintuitive thesis that markets are becoming less efficient over time.

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43:16

#53 - Andrew Rubinstein: Healthcare Industry, Biotech...

Insightful Investor ·

2025/01/14

Andrew is co-founder of Oberland Capital, a healthcare investment manager with $3.5 billion in assets (as of 11/30/24). In this episode, he shares valuable insights into the challenges and opportunities across the U.S. healthcare industry, with a focus on biotech as a driver of innovation. Tune in to explore the evolving landscape and discover key investment opportunities from this industry expert.

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01:04:58

#52 - David Chene: Non-Sponsor Backed Private Credit

Insightful Investor ·

2025/01/07

David is the co-founder and co-portfolio manager of Kennedy Lewis, an alternative investment firm specializing in credit strategies with over $17 billion in AUM (as of 11/13/24). David shares valuable insights into non-sponsor backed lending and provides an overview of the private credit landscape.

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46:19

#51 - Alex Shahidi: Top 10 Insights of 2024 (Part 2)

Insightful Investor ·

2024/12/17

As we wrap up 2024, I'm excited to highlight the top 10 insights from this year's episodes, ranked from 10 to 1. These insights are presented in two parts: insights 10 through 6 were released last week, and today, we reveal the top 5 insights.

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53:47

#50 - Top 10 Insights from 2024 (Part 1)

Insightful Investor ·

2024/12/10

As we conclude 2024, I’m excited to highlight the top 10 insights from this year's episodes, ranked from 10 to 1. We’ll present these insights in two parts: this episode will count down insights 10 through 6, while the final episode of 2024 will reveal the top 5 insights.

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01:11:54

#49 - Mike Odrich: PE, Operational Value Add, A&M

Insightful Investor ·

2024/12/03

Mike is a Managing Partner and Founder of A&M Capital Partners, which is a private equity firm that manages $5.9B of total commitments (as of 9/30/24). In this episode, Mike shares valuable insights on how to add value to companies through operational improvements, leveraging the unique partnership with A&M Consulting.

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01:26:56

#48 - Ben Inker: Value Investing, Market Outlook

Insightful Investor ·

2024/11/26

Ben is Co-Head of GMO's Asset Allocation team and serves as a partner and portfolio manager at the firm. Founded in 1977, GMO manages over $65B (as of 9/30/24), and is renowned for its expertise in multi-asset class portfolios. In this episode, Ben shares his insights on his investment framework, the principles of value investing, and his perspectives on current market conditions.

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50:06

#47 - Alex Shahidi: 4 Biggest Mistakes Investors Make

Insightful Investor ·

2024/11/19

In this unique episode, Alex draws from 25 years of experience as a financial advisor and wisdom gleaned from conversations with some of the world's smartest investors. Instead of featuring a guest, Alex shares personal insight on the four biggest mistakes thathe has seeninvestors makein his experience, offering valuable guidance,aimed athelpinglisteners achieve better long-term outcomes by avoiding common pitfalls.

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01:00:38

#46 - David Hou: Industry Insights

Insightful Investor ·

2024/11/12

David is co-founder and Managing Partner of Evoke Advisors and widely recognized as an industry trailblazer with over 32 years in wealth management. Having witnessed and contributed to the evolution of the industry, David shares valuable insights from his extensive experience as a dedicated client advocate.

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01:24:01

#45 - David Dredge: Risk Management (Part 2)

Insightful Investor ·

2024/11/05

This is part 2 of my conversation with Dave (part 1 was episode #43).Dave has over 30 years of experience managing risk across global markets and is the founder and CIO of Convex Strategies, based in Singapore. Dave shares insights about risk management, including identifying flaws in conventional risk frameworks.

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01:12:47

#44 - Jeff deGraaf: Technical Analysis

Insightful Investor ·

2024/10/29

Jeff is the founder, Chairman, CEO, and Head of Technical Research at Renaissance Macro Research, which he launched in 2011. A member of Institutional Investor's Analyst Hall of Fame, Jeff has been ranked the #1 technical analyst on Wall Street for over a decade. He shares insights about the benefits of technical analysis compared to fundamental analysis.

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01:18:52

#43 - David Dredge: Risk Management

Insightful Investor ·

2024/10/22

Dave has over 30 years of experience managing risk across global markets. He is the founder and CIO of Convex Strategies, based in Singapore. Previously, he built and ran emerging markets trading at Fortress, RBS, Bankers Trust, and Bank of America. Dave shares insights about risk management, including identifying flaws in conventional risk frameworks.

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01:22:40

#42 - Adam Nash: Tech, Finance, Leadership, Philanthropy

Insightful Investor ·

2024/10/15

Adam is co-founder and CEO of Daffy, a fintech platform focused on charitable giving. Adam was a software engineer at Apple and held executive roles at eBay, LinkedIn, Dropbox and most recently was CEO at Wealthfront. He also teaches personal finance for engineers at Stanford. Adam shares unique insights about technology, finance, leadership and philanthropy.

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46:17

#41 - Roy Leckie: Walter Scott, Long-Term Investing

Insightful Investor ·

2024/10/08

Roy is Executive Director and Co-Chair of the Investment Management Committee at Walter Scott, a Scotland-based firm managing $100B in assets (as of 8/31/24). With a focus on long-term investing, he emphasizes the significance of compounding returns and the importance of a disciplined approach to risk management.

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58:06

#40 – Doug Kiersey: Logistics Properties, Dermody

Insightful Investor ·

2024/10/01

Doug is the CEO and President of Dermody Properties, a firm that has developed and acquired $8B in industrial logistics assets (as of 6/30/24) since its founding in 1960. He provides insights on e-commerce and logistics, market trends, and potential risks in the industry.

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01:14:54

#39 - Michael Green: The Bitcoin Bear Case

Insightful Investor ·

2024/09/24

Last month, we examined the bull case for Bitcoin. In today's episode, we hear the counterargument from Mike Green, Chief Strategist and Portfolio Manager at Simplify Asset Management. Founded in 2020, Simplify aims to provide high-quality alternative strategies through low-cost ETFs and currently manages $5.8 billion (as of 8/31/24).

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45:36

#38 - Sophie Bakalar: For-Profit & For-Good

Insightful Investor ·

2024/09/17

Sophie is a partner at Collaborative Fund, a New York-based venture capital firm that invests in companies operating at the intersection of for-profit and for-good. She shares insights on the dual objectives of generating financial returns while making a positive impact, discusses their unique “villain test,” and explores the emerging opportunities in climate and sustainability investing.

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98 results

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