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)

#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

#9 - Wes Whitman: Real Estate Investing, Outlook

#9 - Wes Whitman: Real Estate Investing, Outlook

Wes Whitman is the Co-Founder of Whitman Peterson, a $2B opportunistic private real estate manager. Wes shares insights about the real estate landscape, inefficiencies in real estate investing and his...

27 Helmi 20241h 7min

#8 - Rajiv Jain: Stocks, GQG, Adaptability

#8 - Rajiv Jain: Stocks, GQG, Adaptability

Rajiv Jain is the Founder, CIO, Chairman and Portfolio Manager of GQG, a $120B global equity firm that he launched in 2016. Rajiv shares insights about running a successful business, his investment fr...

20 Helmi 20241h 9min

#7 - Vineer Bhansali: Tail Risk, Investment Lessons

#7 - Vineer Bhansali: Tail Risk, Investment Lessons

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 agains...

13 Helmi 20241h 9min

#6 - Tony Cusano: Private Markets, Secondaries

#6 - Tony Cusano: Private Markets, Secondaries

Tony Cusano is the Co-Founder and Managing Partner of Banner Ridge, a $7B alternative asset manager that focuses on secondaries. Tony describes the private market landscape and the unique opportunitie...

6 Helmi 20241h 6min

#5 - Brian Higgins: Risk, King Street, Outlook

#5 - Brian Higgins: Risk, King Street, Outlook

Brian Higgins is the Co-Founder, Managing Partner and Co-Portfolio Manager of King Street, a $25 billion global alternative asset manager. Brian offers insights into his risk management approach, desc...

30 Tammi 20241h 14min

#4 – Ben Reeves: Institutional vs. Retail Investors, Alternatives

#4 – Ben Reeves: Institutional vs. Retail Investors, Alternatives

Ben Reeves, the CIO at Wealthsimple, oversees one of Canada's fastest growing and most trusted consumer finance companies. Offering distinctive insights, Ben explores the dynamics between institutiona...

23 Tammi 202446min

#3 – Bob Elliott: Portfolio Construction, Outlook

#3 – Bob Elliott: Portfolio Construction, Outlook

Bob Elliott serves as the CEO, CIO, and co-founder of Unlimited, a company that leverages the power of machine learning to produce low-cost index replications of alternative investments. Before undert...

16 Tammi 20241h 15min

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