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(130)

#41 - Roy Leckie: Walter Scott, Long-Term Investing

#41 - Roy Leckie: Walter Scott, Long-Term Investing

Roy is Executive Director and Co-Chair of the Investment Management Committee at Walter Scott, a Scotland-based firm managing $100B in assets (as of 8/31/24). With a focus on long-term investing, he e...

8 Loka 202446min

#40 – Doug Kiersey: Logistics Properties, Dermody

#40 – Doug Kiersey: Logistics Properties, Dermody

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-com...

1 Loka 202458min

#39 - Michael Green: The Bitcoin Bear Case

#39 - Michael Green: The Bitcoin Bear Case

Last month, we examined the bull case for Bitcoin. In today's episode, we hear the counterargument from Mike Green, Chief Strategist and Portfolio Manager at Simplify Asset Management. Founded in 2020...

24 Syys 20241h 14min

#38 - Sophie Bakalar: For-Profit & For-Good

#38 - Sophie Bakalar: For-Profit & For-Good

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 obj...

17 Syys 202445min

#37 - Jeff Krasnoff: Private Real Estate Investing

#37 - Jeff Krasnoff: Private Real Estate Investing

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 p...

10 Syys 20241h 18min

#36 - Tom Keck: Private Markets Overview & Outlook

#36 - Tom Keck: Private Markets Overview & Outlook

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 wi...

3 Syys 20241h 15min

#35 - Ted Seides: Industry Insights, Portfolio Construction

#35 - Ted Seides: Industry Insights, Portfolio Construction

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 investin...

27 Elo 20241h 7min

#34 - Jeffrey Sherman: Fixed Income, Market Outlook

#34 - Jeffrey Sherman: Fixed Income, Market Outlook

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...

20 Elo 20241h 20min

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