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)

#66 - Jason Illian: Leadership, Legacy, Principles

#66 - Jason Illian: Leadership, Legacy, Principles

Jason is co-founder of Highmount Capital and former Managing Director of Koch Disruptive Technologies. He discusses core principles like legacy, integrity and curiosity, his innovative approach to gro...

15 Huhti 202559min

#65 - Julian Brigden: Macro and Market Outlook

#65 - Julian Brigden: Macro and Market Outlook

Julian, Co-Founder of Macro Intelligence 2 Partners, discusses global macroeconomic trends, challenges facing the U.S. dollar and U.S. stocks, and why the next decade may diverge significantly from th...

8 Huhti 202557min

#64 - Katie Koch: Effective Leadership

#64 - Katie Koch: Effective Leadership

Katie, CEO and President of TCW, shares her journey from Goldman Sachs to leading a major investment firm. She offers insights on leadership, balancing career and family, and her perspectives on inves...

1 Huhti 20251h 1min

#63 - Paul Podolsky: Art and Science in Investing

#63 - Paul Podolsky: Art and Science in Investing

Paul is the founder and CIO of Kate Capital. He shares insights from his career as a Bridgewater strategist, author, and content creator, discussing his investment framework, the art and science of in...

25 Maalis 20251h 2min

#62 - Jeffrey Gundlach: Big Picture Outlook

#62 - Jeffrey Gundlach: Big Picture Outlook

Jeffrey is the founder, CIO and CEO of DoubleLine Capital. He shares insights on the shifting economic landscape, from rising interest rates to inflation volatility, and their implications for investo...

18 Maalis 20251h 10min

#61 - Jonathan Ruffer: Financial History, Market Cycles, Outlook

#61 - Jonathan Ruffer: Financial History, Market Cycles, Outlook

Jonathan is the Co-Founder and Chairman of Ruffer, a London-based investment firm focused on absolute returns. Jonathan shares his unique insights on financial market history, long-term cycles, and hi...

11 Maalis 20251h 10min

#60 - Josh Kanter: Legacy Building, Family Owner’s Manual

#60 - Josh Kanter: Legacy Building, Family Owner’s Manual

Josh is the Founder and CEO of leafplanner and Principal at Josh Kanter Wealth Advisory Services. Drawing on his nearly 25 years of experience managing his family's single-family office, Josh shares i...

4 Maalis 202554min

#59 - Bob Prince: Portfolio Engineering, Psychology of Investing

#59 - Bob Prince: Portfolio Engineering, Psychology of Investing

Bob serves as Co-CIO of Bridgewater Associates, one of the world’s largest hedge funds, where he has helped shape the firm’s investment processes and strategies for nearly four decades. Bob shares ins...

25 Helmi 20251h 10min

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