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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

59:01

#17 - Hal Hershfield: Behavioral Finance, Future Self

Insightful Investor ·

2024/04/23

Hal is a Professor of Marketing, Behavioral Decision Making, and Psychology at UCLA’s Anderson School of Management, and the author of Your Future Self: How to Make Tomorrow Better Today. Hal shares key insights about how people make decisions and common behavioral biases.

en

01:15:55

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

Insightful Investor ·

2024/04/16

Gerard is Co-CEO, Co-CIO and Director of Dimensional Fund Advisors. DFA applies financial science to investing and manages over $700B. Gerard shares his perspectives about flexible index investing, market cycles, diversification and AI.

en

52:32

#15 – Kjerstin Hatch: Muni Bond Market

Insightful Investor ·

2024/04/09

Kjerstin is Founder and Managing Principal of Lapis Advisers, which she launched in 2009 to focus on special situation securities in the municipal bond market. Kjerstin provides insights into the unique nature of the muni market and the inefficiencies that lead to investment opportunities.

en

01:18:27

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

Insightful Investor ·

2024/04/02

Glenn is Founder, Senior Partner and CEO of Oak Hill Advisors, a $63B alternative investment firm. In a broad ranging conversation, Glenn talks about his formative years in the investment industry, explains how to scale an organization and shares insights about private credit.

en

01:04:58

#13 – Jim Haskel: Bridgewater, Diversification, Outlook

Insightful Investor ·

2024/03/26

Jim is a Senior Portfolio Strategist and Head of Client Service at Bridgewater Associates, the world’s largest hedge fund. He is also Editor of the Bridgewater Daily Observations, which launched about 40 years ago. Jim discusses his experience at Bridgewater and shares insights about diversification and his market outlook.

en

01:42:10

#12 - Jeremy Grantham: Bubbles, AI, Climate Change,...

Insightful Investor ·

2024/03/19

Jeremy Grantham is the Co-Founder and Long-Term Investment Strategist of GMO, which manages over $60B. Jeremy discusses his background and shares fascinating insights about a broad range of topics including investment bubbles, AI, crypto, reversion to the mean, climate change, population growth and natural resources.

en

53:46

Fran Kinniry: Vanguard, Common Investor Oversights

Insightful Investor ·

2024/03/12

Fran Kinniry is Principal and Head of Vanguard Investment Advisory Research Center. Vanguard is one of the largest investment firms in the world with over $9 trillion of AUM. Fran provides insights into the unique nature of the investment world, shares observations about common investment mistakes and discusses the concept of Advisors Alpha.

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57:40

#10 - Rich Bernstein: Market Outlook, Investment...

Insightful Investor ·

2024/03/05

Rich Bernstein is the Founder, CEO and CIO of Richard Bernstein Advisors (RBA), a $15B manager that combines macroeconomic and quantitative analysis to construct portfolios. Prior to launching RBA in 2009, Rich spent 21 years at Merrill Lynch and served as the Chief Investment Strategist. Rich shares insights about his market outlook and investment opportunities.

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01:07:19

#9 - Wes Whitman: Real Estate Investing, Outlook

Insightful Investor ·

2024/02/27

Wes Whitman is the Co-Founder of Whitman Peterson, a $2B opportunistic private real estate manager. Wes shares insights about the real estate landscape, inefficiencies in real estate investing and his market outlook.

en

01:09:57

#8 - Rajiv Jain: Stocks, GQG, Adaptability

Insightful Investor ·

2024/02/20

Rajiv Jain is the Founder, CIO, Chairman and Portfolio Manager of GQG, a $120B global equity firm that he launched in 2016. Rajiv shares insights about running a successful business, his investment framework, the importance of adapting and his market outlook.

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01:09:11

#7 - Vineer Bhansali: Tail Risk, Investment Lessons

Insightful Investor ·

2024/02/13

Vineer Bhansali is the Founder and CIO of LongTail Alpha, which he launched after serving as a portfolio manager at PIMCO for 15 years. Vineer focuses on managing risk and protecting portfolios against material losses.

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01:06:05

#6 - Tony Cusano: Private Markets, Secondaries

Insightful Investor ·

2024/02/06

Tony Cusano is the Co-Founder and Managing Partner of Banner Ridge, a $7B alternative asset manager that focuses on secondaries. Tony describes the private market landscape and the unique opportunities available in the secondaries market.

en

01:14:37

#5 - Brian Higgins: Risk, King Street, Outlook

Insightful Investor ·

2024/01/30

Brian Higgins is the Co-Founder, Managing Partner and Co-Portfolio Manager of King Street, a $25 billion global alternative asset manager. Brian offers insights into his risk management approach, describes how he built one of the industry's premier hedge funds, and shares his market outlook.

en

46:22

#4 – Ben Reeves: Institutional vs. Retail Investors,...

Insightful Investor ·

2024/01/23

Ben Reeves, the CIO atWealthsimple, oversees one of Canada's fastest growing and most trusted consumer finance companies. Offering distinctive insights, Ben explores the dynamics between institutional and retail investors and discusses the pivotal role that alternative investments play in optimizing portfolios.

en

01:15:48

#3 – Bob Elliott: Portfolio Construction, Outlook

Insightful Investor ·

2024/01/16

Bob Elliott serves as the CEO, CIO, and co-founder of Unlimited, a company that leverages the power of machine learning to produce low-cost index replications of alternative investments. Before undertaking this role, Bob served as the head of Ray Dalio's investment team at Bridgewater, amassing 13 years of valuable experience. In today’s conversation, Bob delves into his insights on effective portfolio construction and offers a glimpse into his macro outlook.

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58:42

#2 - Paul Podolsky: Markets, Geopolitics

Insightful Investor ·

2024/01/09

Paul Podolsky, a prolific writer and investor, founded Still Press Media and Kate Capital. With 15 years as Senior Portfolio Strategist at Bridgewater, the world's largest hedge fund, he possesses a depth of expertise. Paul shares unique insights on investment philosophies, markets, and geopolitics.

en

31:16

#1 - Introducing Your Host: Alex Shahidi

Insightful Investor ·

2024/01/02

Welcome to Episode #1, where we introduce our host, Alex. In this inaugural episode, Alex delves into his background, revealing key investment lessons from his multi-decade journey in the field. He also discusses his inspiration behind starting this podcast. Special guest Damien Bisserier, Alex's long-term business partner and Co-CIO of Evoke Advisors, takes on the role of interviewer.

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02:46

Insightful Investor TRAILER

Insightful Investor ·

2023/10/26

The Insightful Investor Podcast is a weekly series hosted by Alex Shahidi, Co-CIO of one of the nation's leading RIAs. In a conversational, "fireside chat" format, Alex interacts with the globe's premier investors and business icons to unearth distinct market insights rarely found elsewhere. While many investors echo common sentiments, our definition of "insights" includes concepts that are counterintuitive, widely misunderstood, or underappreciated. With two decades of experience managing over $10

en

98 results

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