Insightful Investor

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 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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Jaksot(131)

#58 - Richard Orlando: Wealth Psychology & Legacy

#58 - Richard Orlando: Wealth Psychology & Legacy

Richard is the founder of Legacy Capitals and author of Legacy and Love Your Clients. He explores the human side of wealth and delves into family dynamics, generational challenges, and strategies for ...

18 Helmi 202554min

#57 - Jeff Gardner: Investment Philosophy, Outlook

#57 - Jeff Gardner: Investment Philosophy, Outlook

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...

11 Helmi 20251h 11min

#56 - Adam Katz: Activist Investing Insights

#56 - Adam Katz: Activist Investing Insights

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 smal...

4 Helmi 202556min

#55 - Lawrence Golub: Private Credit Evolution

#55 - Lawrence Golub: Private Credit Evolution

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...

28 Tammi 202550min

#54 - Cliff Asness: Quant Investing, Market Inefficiency

#54 - Cliff Asness: Quant Investing, Market Inefficiency

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 ...

21 Tammi 20251h 21min

#53 - Andrew Rubinstein: Healthcare Industry, Biotech Investing

#53 - Andrew Rubinstein: Healthcare Industry, Biotech Investing

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 opportuniti...

14 Tammi 202543min

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

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

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...

7 Tammi 20251h 4min

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

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

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 wee...

17 Joulu 202446min

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