x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

01:18:46

#37 - Jeff Krasnoff: Private Real Estate Investing

Insightful Investor ·

2024/09/10

Jeff is the Founder and CEO of Rialto Capital Management, a firm that oversees $21B in commercial real estate assets as of 6/30/24. With his extensive experience over 4 decades, Jeff offers valuable perspectives on both private real estate property and debt investments. He also shares his outlook for various real estate markets.

en

01:15:28

#36 - Tom Keck: Private Markets Overview & Outlook

Insightful Investor ·

2024/09/03

Tom is co-founder and head of research and portfolio management at StepStone, which manages over $150B and focuses on private markets. Tom shares an overview and insights about the various segments within private markets: equity, credit, real estate, infrastructure and secondaries.

en

01:07:21

#35 - Ted Seides: Industry Insights, Portfolio...

Insightful Investor ·

2024/08/27

Ted is a podcaster and investment industry expert. He started his career working with David Swensen at the Yale Endowment and has spent the past 30+ years studying, speaking and writing about investing. He launched the Capital Allocators Podcast in 2017 and has published 3 books on investing. Ted shares insights on the investment industry, discusses his framework for constructing a portfolio, and explains the impact of behavioral finance.

en

01:20:53

#34 - Jeffrey Sherman: Fixed Income, Market Outlook

Insightful Investor ·

2024/08/20

Jeffrey is Deputy CIO of DoubleLine Capital, which manages over $90B (as of 6/30/24). Jeffrey provides excellent insights into the big economic picture, the fixed income market, and investment outlook.

en

01:00:30

#33 - Matt Hougan: Bitcoin History & Outlook

Insightful Investor ·

2024/08/13

Matt is the CIO of Bitwise Asset Management, which pioneered the first crypto index fund in the world. Prior to Bitwise, Matt was the CEO ofETF.com. Matt shares his perspectives on the history of Bitcoin, risks of investing, outlook and much more.

en

01:15:33

#32 - George Milling-Stanley: Gold History & Outlook

Insightful Investor ·

2024/08/06

George is the Chief Gold Strategist at State Street Global Advisors. Prior to his decade at State Street, he spent 15 years at the World Gold Council and has been working with gold for about 50 years. George shares insights about the history of gold, how it can serve as a portfolio diversifier and his gold market outlook.

en

53:30

#31 - Dan Ivascyn: Fixed Income, Market Outlook

Insightful Investor ·

2024/07/30

Dan is Group CIO of PIMCO, one of the world’s largest asset managers ($1.8 trillion as of 6/30/24). Dan is also the lead portfolio manager of the PIMCO Income Strategy that he launched in 2007. Dan shares valuable insights about the fixed income market and his market outlook.

en

01:30:20

#30 - Meb Faber: Industry Insights, Investment Framework

Insightful Investor ·

2024/07/23

Meb is Co-Founder, CEO and CIO of Cambria Investment Management, which manages about $2.5B (as of 6/30/24). He also started a podcast 8 years ago called the Meb Faber Show where he interviews some of the brightest minds on Wall Street. Meb shares insights about the investment management industry, the financial advisory industry and portfolio construction.

en

54:03

#29 - Karen Karniol-Tambour: Market Outlook,...

Insightful Investor ·

2024/07/16

Karen Karniol-Tambour is Co-CIO at Bridgewater Associates, which is one of the world’s largest hedge funds. Drawing from her 18-year career at the firm, she offers valuable insights into her professional journey, Bridgewater's current market outlook, and strategies for effective portfolio construction.

en

01:32:38

#28 - Michael Kim, Kelli Fontaine: Seed Investing,...

Insightful Investor ·

2024/07/09

Michael is the Founder of Cendana Capital, a San Francisco-based firm that invests in very early-stage venture capital funds globally. Kelli Fontaine joined the firm 6 years ago and is a Partner. Cendana was launched in 2010 and has over $2B in assets (as of 3/31/24). Michael and Kelli provide insights into the world of VC and seed investing, why they prefer smaller funds and how they select managers.

en

01:08:07

#27 - Jacob Ziemann: AI Explained

Insightful Investor ·

2024/07/02

Jacob is a Partner and Portfolio Manager at Glynn Capital Management, which invests in private and public technology growth companies. The firm was founded 50 years ago and Jacob has been right at the forefront, witnessing AI innovation up close and regularly interfacing with pioneers from top private and public technology companies. With this uniquely insightful vantage point and a talent for simplifying complexity, Jacob summarizes artificial intelligence into easily understandable

en

01:34:04

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

Insightful Investor ·

2024/06/25

Rob is Founder and Chairman of Research Affiliates ($147B in assets as of 3/31/24), which he launched in 2002. Rob shares insights into quant investing, the outlook for various asset classes, mean reversion, rebalancing alpha, asymmetric risks and much more.

en

43:42

#25 - Stephen Nesbitt: Cliffwater, Private Debt

Insightful Investor ·

2024/06/18

Steve is the Co-Founder and CEO of Cliffwater, a $78B investment advisory firm specializing in alternative investments. He also manages two private debt funds with combined assets of $23B. Steve shares insights into the history and future prospects of the private debt market.

en

01:12:33

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

Insightful Investor ·

2024/06/11

Martín Escobari is Co-President, Head of Global Growth Equity and Chairman of the Investment Committee at General Atlantic. GA is a leading growth equity firm that manages $84B and has been one of the pioneers of growth equity since its founding in 1980. Martín covers a wide range of topics including his philosophy, entrepreneurship and the outlook for growth equity.

en

01:13:13

#23 - Melissa Ma: China, India, PE

Insightful Investor ·

2024/06/04

Melissa is the Co-Founder and Managing Partner of Asia Alternatives, which manages over $15B and focuses on private equity in Asia. Melissa shares insights into China and India and discusses investing in private markets in these two large markets.

en

01:01:55

#22 - Jim Lippman, Bobby Lee, Danny Lippman: JRK,...

Insightful Investor ·

2024/05/28

Jim (Founder and Chairman), Bobby (CEO), and Danny (President) of JRK discuss multifamily and hotel investing. JRK has owned and operated over $9 billion in assets since its launch in 1991. They share insights into the investing landscape, their unique approach, and their outlook.

en

01:05:59

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

Insightful Investor ·

2024/05/21

Bob is the Founder and Chairman of High Street, which is a private real estate manager that has invested over $5B in industrial and logistics properties over 20+ years. Bob shares insights about the industry’s evolution over the past few decades, the impact of e-commerce on logistics and growing demand for “small boxes.”

en

01:53:15

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

Insightful Investor ·

2024/05/14

Matt is a Senior Fund Manager at Ruffer, a $30B UK-based absolute return manager that is highly regarded for its macro perspectives. Matt shares insights about Ruffer’s unique investment philosophy, risk management, financial markets history and the firm’s market outlook.

en

01:08:52

#19 - Michael Bego: Secondaries, Private Markets

Insightful Investor ·

2024/05/07

Mike is Founder and Managing Partner of Kline Hill Partners, a $5B alternative asset manager that invests in secondaries. Mike shares insights about the secondaries market and private investments.

en

01:12:53

#18 - David Samra: Value Investing, Market Efficiency

Insightful Investor ·

2024/04/30

David is the founding partner and lead portfolio manager of the Artisan International Value Team, which manages about $40B. David shares his perspectives about value investing, the importance of buying at a discount to intrinsic value and risk management.

en

98 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...