Insightful Investor
Alex Shahidi
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Top 10 Insightful Investor Episodes
Goodpods has curated a list of the 10 best Insightful Investor episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Insightful Investor for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Insightful Investor episode by adding your comments to the episode page.
#7 - Vineer Bhansali: Tail Risk, Investment Lessons
Insightful Investor
02/13/24 • 69 min
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.
#22 - Jim Lippman, Bobby Lee, Danny Lippman: JRK, Multifamily and Hotels
Insightful Investor
05/28/24 • 61 min
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.
#43 - David Dredge: Risk Management
Insightful Investor
10/22/24 • 78 min
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.
#35 - Ted Seides: Industry Insights, Portfolio Construction
Insightful Investor
08/27/24 • 67 min
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.
#44 - Jeff deGraaf: Technical Analysis
Insightful Investor
10/29/24 • 72 min
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.
#38 - Sophie Bakalar: For-Profit & For-Good
Insightful Investor
09/17/24 • 45 min
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.
#40 – Doug Kiersey: Logistics Properties, Dermody
Insightful Investor
10/01/24 • 58 min
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.
#34 - Jeffrey Sherman: Fixed Income, Market Outlook
Insightful Investor
08/20/24 • 80 min
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.
#45 - David Dredge: Risk Management (Part 2)
Insightful Investor
11/05/24 • 84 min
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.
#10 - Rich Bernstein: Market Outlook, Investment Opportunities
Insightful Investor
03/05/24 • 57 min
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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FAQ
How many episodes does Insightful Investor have?
Insightful Investor currently has 47 episodes available.
What topics does Insightful Investor cover?
The podcast is about Management, Investing, Podcasts and Business.
What is the most popular episode on Insightful Investor?
The episode title '#30 - Meb Faber: Industry Insights, Investment Framework' is the most popular.
What is the average episode length on Insightful Investor?
The average episode length on Insightful Investor is 68 minutes.
How often are episodes of Insightful Investor released?
Episodes of Insightful Investor are typically released every 7 days.
When was the first episode of Insightful Investor?
The first episode of Insightful Investor was released on Oct 26, 2023.
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