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)

#17 - Hal Hershfield: Behavioral Finance, Future Self

#17 - Hal Hershfield: Behavioral Finance, Future Self

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 k...

23 Huhti 202459min

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

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

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, ma...

16 Huhti 20241h 15min

#15 – Kjerstin Hatch: Muni Bond Market

#15 – Kjerstin Hatch: Muni Bond Market

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 uniq...

9 Huhti 202452min

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

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

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, ex...

2 Huhti 20241h 18min

#13 – Jim Haskel: Bridgewater, Diversification, Outlook

#13 – Jim Haskel: Bridgewater, Diversification, Outlook

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...

26 Maalis 20241h 4min

#12 - Jeremy Grantham: Bubbles, AI, Climate Change, Population Growth

#12 - Jeremy Grantham: Bubbles, AI, Climate Change, Population Growth

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 inc...

19 Maalis 20241h 42min

#11 - Fran Kinniry: Vanguard, Common Investor Oversights

#11 - Fran Kinniry: Vanguard, Common Investor Oversights

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 in...

12 Maalis 202454min

#10 - Rich Bernstein: Market Outlook, Investment Opportunities

#10 - Rich Bernstein: Market Outlook, Investment Opportunities

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 ...

5 Maalis 202457min

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