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Insightful Investor

Insightful Investor

Alex Shahidi

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 dollars in client assets, Alex offers unique access to some of the industry’s top thinkers. He has authored two investment books and contributed to leading journals, and he consistently ranks among the elite financial advisors by Forbes and Barron’s. As an independent and innovative voice, Alex offers a fresh take on investing. We invite you to tune in and would love to hear your feedback. https://insightfulinvestor.org/
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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.

Insightful Investor - #7 - Vineer Bhansali: Tail Risk, Investment Lessons
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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.

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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.

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Insightful Investor - #43 - David Dredge: Risk Management
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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.

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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.

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Insightful Investor - #44 - Jeff deGraaf: Technical Analysis
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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.

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Insightful Investor - #38 - Sophie Bakalar: For-Profit & For-Good
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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.

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Insightful Investor - #40 – Doug Kiersey: Logistics Properties, Dermody
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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.

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Insightful Investor - #34 - Jeffrey Sherman: Fixed Income, Market Outlook
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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.

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

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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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