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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Episoder(130)

#33 - Matt Hougan: Bitcoin History & Outlook

#33 - Matt Hougan: Bitcoin History & Outlook

Matt is the CIO of Bitwise Asset Management, which pioneered the first crypto index fund in the world. Prior to Bitwise, Matt was the CEO of ETF.com. Matt shares his perspectives on the history of Bit...

13 Aug 20241h

#32 - George Milling-Stanley: Gold History & Outlook

#32 - George Milling-Stanley: Gold History & Outlook

George is the Chief Gold Strategist at State Street Global Advisors. Prior to his decade at State Street, he spent 15 years at the World Gold Council and has been working with gold for about 50 years....

6 Aug 20241h 15min

#31 - Dan Ivascyn: Fixed Income, Market Outlook

#31 - Dan Ivascyn: Fixed Income, Market Outlook

Dan is Group CIO of PIMCO, one of the world’s largest asset managers ($1.8 trillion as of 6/30/24). Dan is also the lead portfolio manager of the PIMCO Income Strategy that he launched in 2007. Dan sh...

30 Jul 202453min

#30 - Meb Faber: Industry Insights, Investment Framework

#30 - Meb Faber: Industry Insights, Investment Framework

Meb is Co-Founder, CEO and CIO of Cambria Investment Management, which manages about $2.5B (as of 6/30/24). He also started a podcast 8 years ago called the Meb Faber Show where he interviews some of ...

23 Jul 20241h 30min

#29 - Karen Karniol-Tambour: Market Outlook, Portfolio Construction

#29 - Karen Karniol-Tambour: Market Outlook, Portfolio Construction

Karen Karniol-Tambour is Co-CIO at Bridgewater Associates, which is one of the world’s largest hedge funds. Drawing from her 18-year career at the firm, she offers valuable insights into her professio...

16 Jul 202454min

#28 - Michael Kim, Kelli Fontaine: Seed Investing, Small Funds

#28 - Michael Kim, Kelli Fontaine: Seed Investing, Small Funds

Michael is the Founder of Cendana Capital, a San Francisco-based firm that invests in very early-stage venture capital funds globally. Kelli Fontaine joined the firm 6 years ago and is a Partner. Cend...

9 Jul 20241h 32min

#27 - Jacob Ziemann: AI Explained

#27 - Jacob Ziemann: AI Explained

Jacob is a Partner and Portfolio Manager at Glynn Capital Management, which invests in private and public technology growth companies. The firm was founded 50 years ago and Jacob has been right at the...

2 Jul 20241h 8min

#26 - Rob Arnott: Quant Investing, Asset Class Outlook

#26 - Rob Arnott: Quant Investing, Asset Class Outlook

Rob is Founder and Chairman of Research Affiliates ($147B in assets as of 3/31/24), which he launched in 2002. Rob shares insights into quant investing, the outlook for various asset classes, mean rev...

25 Jun 20241h 34min

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